October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.
RADNOR, Pa. – December 10, 2018 – eMoney Advisor (eMoney), a leading provider of wealth management solutions, today announced a new integration with BlackRock’s iRetire® retirement investment framework. The new integration will seamlessly connect eMoney’s comprehensive planning platform to iRetire, featuring single sign-on access and a streamlined workflow for financial advisors.
One of the most common fears among investors is not having enough money in retirement, and with clients living longer lives and facing uncertainty in investments due to market volatility, the retirement challenge only continues to grow. iRetire was developed to help advisors better navigate these uncertainties and their clients’ retirement planning needs by illustrating the potential impact working longer, saving more, spending less and changing investment strategies can have on their retirement income. Paired with eMoney’s financial planning software, iRetire can empower advisors to more effectively manage retirement portfolios.
“eMoney is an open architecture system committed to partnering with best-in-class providers across financial services to bring the most powerful technologies together on a single platform,” said eMoney Head of Product Jess Liberi. “Our new integration with BlackRock’s iRetire produces a more transparent and streamlined retirement planning experience for both advisors and their clients, increasing operational efficiency and facilitating stronger conversations about financial wellness during retirement.”
“We are thrilled advisors in the eMoney network will now have access to iRetire as a powerful and actionable complement to their planning tools,” said Frank Porcelli, Chairman of BlackRock’s U.S. Wealth Advisory business. “iRetire empowers advisors and ultimately their clients to focus on the most important question, ‘How much income could I generate in retirement?’”
The iRetire integration will be available on Tuesday, Dec. 11, to eMoney clients on the Application page of the eMoney platform. To learn more about the integration, a webinar will be held at 4 p.m. EST on Wednesday, Dec. 12. To register, advisors should reach out to their eMoney or BlackRock representative.
About eMoney Advisor
eMoney Advisor, LLC (“eMoney”) is a leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s solutions enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 700 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 55,000 financial professionals and 2.9 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of September 30, 2018, the firm managed approximately $6.44 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com.
BLACKROCK and iRETIRE are registered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks of those of their respective owners.
IMPORTANT: The projections or other information generated by the iRetire tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
BlackRock Investments, LLC and its affiliates (collectively, “BlackRock”) are not affiliated with eMoney Advisor, LLC.
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