| A comprehensive financial planning and relationship-enhancing
system for your high net worth clients.
eMoney 360Pro provides complete cash flow based planning for financial advisors. Easily create comprehensive plans that are up-to-date and delivered to your high net worth clients through a personal financial homepage. Additional features and functions unmatched in the industry can help you quickly gain thecoveted position as your client’s primary trusted advisor.
eMoney 360Pro is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of a client’s needs.
With eMoney 360Pro, advisors can present compelling and dynamic financial and retirement plans, proactively manage client relationships and aggressively monitor their clients’ financial assets.
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eMoney 360Pro provides:
- Comprehensive Planning Center
- 13 modules:
-Accumulation
-Annuity Income
-Asset Allocation
-Asset Protection
-Business Insurance
-Disability
-Education
-Estate Planning
-Financial Statements
-Human Life Value
-Life Insurance
-Long Term Care
-Retirement
- Standalone Retirement Income Tool appropriate for people approaching
or at retirement
- A personal Client Financial Home Page enabling client/advisor collaboration
- Alerts and alarms notify of changes in a client’s accounts
- Account aggregation allows clients to view all account information in one place
- An online storage “Vault” that helps clients keep track of valuable documents
- Mobile access to the Client Site via a PDA, Treo and Blackberry device
- A Client Profile Grid that identifies areas for new revenue opportunities
- Alliance Partnerships to allow for collaboration with attorneys,
accountants etc.
- Customized reporting capabilities to meet your client’s needs
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