The number of advisors and clients on the AdvisorPlatform™ has increased dramatically.

eMoney Advisor, a leading provider of comprehensive wealth and goal planning solutions, announced that it has more than $50 billion in assets being administered by its AdvisorPlatform™ on a daily basis. Assets administered by the AdvisorPlatform have doubled since July 2004 when the company reached the $25 billion mark. The number of advisors and their clients on the system has climbed dramatically in the past eighteen months with a 140% increase in advisors and 118% increase in clients.

The AdvisorPlatform aggregates all of a client’s holdings, including real estate and those assets held away, as part of its wealth management solution for advisors. The system’s application service provider (ASP) model allows for seamless integration of aggregated data, which flows through its comprehensive planning center. As a result, all accounts, balances and cash flows are updated nightly and planning is performed on a daily basis.

eMoney Advisor's CEO Edmond Walters says: “Five years after establishing eMoney Advisor we are able to show that the AdvisorPlatform is helping our advisors increase their assets under management, grow revenues and build stronger client relationships. These figures demonstrate the degree of confidence clients have in the system. One of the greatest challenges advisors face as an industry is retaining clients. Because clients recognize the benefits of the AdvisorPlatform, advisors find that once clients are on the system, clients stay. The ‘stickiness’ of the AdvisorPlatform is one of its primary assets.”

"This is a tipping point for the company – I believe that we will continue to show increased growth as client demand for our versatile, sophisticated, customized solution increases.” says Walters.