Welcome to the Spring edition of the 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. We are delighted to add to our communications our new Blog. MONEYBYTES will bring you news, trends and industry insights to keep you posted on what’s happening in the industry.

For eMoney, 2008 is the Year of Data. The days of focusing soley on Assets Under Management are gone. These days, our sights are focused on promoting Information Under Management as a means of increasing your AUM. The key is to have an Information Under Management (IUM) strategy that enables you to capture all of the client’s financial information – whether managed by you or not – keep it updated and match it against current economic factors.

To this end we are improving our data feed capability essential to enhancing your client experience and obtaining a comprehensive view of your clients’ financial information. We are now partnering with SEI Technology to provide updated data daily. All you have to do is enroll.

eMoney has also launched Data Mining with the introduction of the Opportunity Reports now available on Version 5.2 of the system. This is an important initiative which we hope you will subscribe to. For the first time you are now able to run prioritized client reports showing which clients present the best sales opportunities for you. Having a comprehensive Information Under Management program can become a reality with these key components.

The Professional Services Group is here to help you get accurate and fast entry of your client data into the system. Launched in 2006, the Professional Services Group now handles clients large and small enabling our advisors to focus on their book of business, not administrative details. For more information regarding PSG, please contact psg@emoneyadvisor.com.

eMoney continues to grow. With $205 billion dollars now being administered by the system, we have been recognized by clients, media and analysts alike for our presence in the market. We hope this newsletter gives you a taste for our software, our services and what we have planned for the future. And as always, we appreciate your feedback.

Enjoy,
Edmond Walters
Founder and CEO, eMoney Advisor