Welcome to the Spring 2007 Edition of eMoney’s AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
This is an amazing time for eMoney Advisor. As you may know, eMoney has grown substantially since its purchase by Commerce Bank in February 2006. Our employee numbers have nearly doubled. And this year, assets administered daily by the system grew to more than $120 billion. Additionally, new research published by Investment News indicates 42 of the top 50 Independent Broker Dealers ranked by gross revenue use eMoney's system and 40 of the top 50 ranked by total fee revenue use eMoney. We are not resting on our laurels. We are currently rolling out the most significant enhancement to eMoney’s system since our product first hit the market six years ago.
Our current product – the AdvisorPlatform, is taking on a new name with the rollout of Version 5.0: eMoney 360Pro. This name, we believe, better reflects the full circle of service we offer. You’ll find details of the exciting enhancements of Version 5.0 including eMoney Mobile and the Standalone Retirement Income Module in the articles enclosed in this newsletter.
We will also be launching eMoney 360. This system will bring advisors all the core functionality that has made the eMoney system so successful as a client relationship tool (including a personalized client website, aggregation, the Vault) paired with basic needs analysis. Aimed at those serving the mass affluent market it will help enhance and increase their services and is set to be a major milestone for our company. You will find out more about eMoney 360 in the Press Release in this newsletter.
We hope you find these articles interesting and informative. And as always, we appreciate your feedback.
Enjoy,
Edmond Walters
Founder and CEO, eMoney Advisor
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Fellow Advisors and Planners -