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.
