eMoney Advisor unveils latest version

The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
APR 03, 2009
Upgraded version of eMoney Advisor unveiled The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor. The focus of the enhancements was to improve the ease of use of the systems and provide simplified screen views, said Edmond J. Walters, chief executive and founder of eMoney Advisor of Conshohocken, Pa. Along with a redesigned user interface, the software provides several new tools and features, including a Dashboard Bar that provides advisers with faster access to their alerts, tasks, asset totals and other resources. In addition, the Advanced Planning area will allow advisers to complete data input, analysis or create a presentation from a single location. They can create Custom Client Groups, so they can organize their client lists by assets under management, location and many other ways. Moreover, eMoney Advisor has also introduced a Workflow Assistant that provides best practice tips from industry leaders for each stage of the adviser/client relationship. For more information visit eMoney Advisor online. eVestment Alliance adds eASE Analytics System Style Research and eVestment Alliance LLC have unveiled a partnership to offer global portfolio holdings-based style and risk analysis services. The aim is to deliver holdings-based capabilities for portfolio evaluation, communication and peer comparisons. Investment managers and consultants can research, compare, evaluate and monitor investment management firms and products. “Not only is there a heightened concern for transparency and increased fiduciary responsibility, but there also is a growing demand for practical and objective manager due diligence among the investment community and their clients,” Bernie Nelson, president of Boston-based Style Research, said in a statement. Style Research Inc. is a research firm that specializes in style, risk and performance analysis of funds and markets for investment professionals and fiduciaries. EVestment Alliance is based in Marietta, Ga. For more information visit eVestment Alliance and Style Research online.

Latest News

SEC fines Zoe Financial $450K over undisclosed referral conflict
SEC fines Zoe Financial $450K over undisclosed referral conflict

Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.

Senate vote on NIL bill could reshape college athletes' paydays
Senate vote on NIL bill could reshape college athletes' paydays

The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.

'I'm done': Pandemic memories push business owners toward the exit
'I'm done': Pandemic memories push business owners toward the exit

"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.

Northern Trust bulks up family office team with New York hires
Northern Trust bulks up family office team with New York hires

Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.

SEC accuses trucking operator of running $127 million Ponzi scheme
SEC accuses trucking operator of running $127 million Ponzi scheme

765 investors were promised 260% annual returns on truck leases

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains