Many advisors are expanding their book of business rapidly with both high net worth and affluent clients. eMoney has also expanded its offering to meet the needs of this diverse client market. eMoney’s Modular Needs Analysis, which includes Retirement, Life Insurance, Education, Disability, Long-Term Care and Accumulation Analysis is one component that helps you provide a single need solution for advisor's mass affluent client while establishing a valuable advisor-client relationship. But how do you get the word out to those mass affluent clients who need an advocate but don’t need full comprehensive planning?

Now, eMoney’s repertoire of flash presentations for licensed subscribers includes the Financial Advocate Video. Designed for marketing to the mass affluent market, this presentation promotes the benefits of a relationship with a financial advocate who will oversee a client’s financial well-being. Focusing on the value of a relationship with an advisor who will look after your financial future, collaborate with other professionals in your life and help keep you on track to meet your goals – this presentation takes a fresh new approach. It enables advisors to showcase the benefits of using their services and technology, regardless of their licensing. It’s all about the relationship - and how you can enhance a client’s life by managing and organizing their financial details in one place.

Licensed users of eMoney’s system have access to eMoney’s AdvisorMarketing which includes a number of flash presentations and marketing packages.