eMoney’s Client Site went mobile in May 2007, delivering its highly sophisticated wealth management and goal planning system on a wireless device. Your Clients can now view all their pertinent financial account information on their Treo, Blackberry, IPhone or any other PDA with mobile Internet browser capability. While a number of software solution providers have calculators and traditional plan capabilities online, eMoney’s solutions have gone the extra step by providing an up to date mobile client financial snapshot for clients directly to a PDA. eMoney Mobile is branded with the advisor’s independent brand providing customers with continuous reminders of their advisor’s concierge level of service.

Advisors receive the eMoney mobile upgrade with eMoney 360 or eMoney 360Pro as long as they have the latest Version 5.0 of eMoney’s software.

eMoney Mobile provides yet another way for advisors to differentiate themselves in a highly competitive market with outstanding service and unique delivery of client interaction.

To find out more about eMoney Mobile, contact Customer Support on 1-888-362-4612.