eMoney updates 360Pro suite

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.