eMoney updates 360Pro suite

The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.
MAR 10, 2008
eMoney Advisor, based in Conshohocken, Pa., said it will launch version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools by the end of this month. Among the five new modules in the release is an annuity income analysis tool that is meant to help advisers compare the use of guaranteed annuities with expected retirement expenses and assist in addressing shortfalls. Other modules include an asset protection module and tools to analyze asset allocation, business insurance and asset protection. It also features a financial statements analysis for examining the client's basic financial condition, including net worth, income, expenses and current cash flow as well as available emergency reserves. eMoney’s software is in use by more than 5,000 planning firms including AIG Advisor Group, Asset Mark Investment Services, Commerce Bank, First Trust Bank, The Guardian Life Insurance Company of America’s LPL Financial among many others. eMoney Advisor is a subsidiary of Commerce Bancorp Inc., based in Cherry Hill, New Jersey For more information visit emoneyadvisor.com.

Latest News

How AI search aided scam from phony NFL player, fake financial advisor
How AI search aided scam from phony NFL player, fake financial advisor

Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities

Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client
Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client

“It was a third party scam,” said the attorney representing the claimants.

RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust
RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust

Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.

CogniCor adds wealthtech veterans to board in renewed RIA push
CogniCor adds wealthtech veterans to board in renewed RIA push

Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.

Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico
Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico

Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.

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

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income