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eMoney’s 360Pro Found To Be Easiest Software To Use
Conshohocken, PA – September 24, 2007 – eMoney Advisor (www.emoneyadvisor.com), today announced that its 360Pro software is a leading financial planning software product according to the independent report The Forrester Wave™: Financial Planning Software, Q3 2007, Forrester Research, Inc., published on September 21, 2007.
The report involved a scrutinized evaluation of nine popular financial planning solutions from eight North American vendors against 124 criteria across 19 key performance areas, and found eMoney’s 360Pro to be the easiest software to use on the market. eMoney earned the highest possible score in 11 categories.
According to the Forrester Wave report, “eMoney Advisor has firmly secured its position as a leader, working hard over the past two years to improve usability and focus on solutions that help advisors build stronger relationships with clients… (eMoney’s) guiding principle — to be the advisor’s silent partner in building stronger client relationships — can clearly be seen throughout the software, earning it a perfect score for both executive vision and product direction.”
eMoney 360Pro is designed for financial advisors providing comprehensive planning for high net worth individuals. It contains simple goal-based planning tools, as well as a dynamic interview process, Modular Needs Analysis in six categories, a new Retirement Income Planning Module providing Independent Illustrations modeling, Mandatory Spending vs. Guaranteed Income Analysis and Asset Allocation. In addition, advisors can provide clients information the way they want it: face-to-face, on paper, over the web or directly to their PDA and phones.
“eMoney is a provider of outstanding planning technology with unique features that facilitate world-class client service,” said Edmond Walters, Founder and CEO, eMoney Advisor, LLC. “We look forward to maintaining our status as a sector leader with continual innovations designed to help advisors grow their practice and better serve their clients,” he added.
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