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eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Planning vision focused on supporting advisors in their efforts to efficiently scale business, elevate client experience and demonstrate unique value

RADNOR, Pa. – Feb. 18, 2020 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced its enhanced planning vision for products and features that enables advisors and firms to meet the increasing demand for advice at all levels — from a single planning topic to the most sophisticated of plans — through a scalable, interactive and comprehensive solution. As the only full-spectrum planning platform in the industry that offers both goals-based and cash flow planning, eMoney allows advisors to plan seamlessly across the entire client lifecycle and serve more clients. This feat is increasingly important as advisors plan for potential market swings, prepare for the wave of retiring Baby Boomers, and engage future clients during this transfer of wealth, while staying ahead of regulation changes that could affect how they currently provide advice.

“I’ve witnessed our planning vision evolve over my 20 years at eMoney, and better outcomes are achieved when advisors and clients truly collaborate in the financial planning process,” said Matthew Schulte, head of financial planning at eMoney. “Through providing flexible and scalable solutions, we’re helping eMoney’s more than 70,000 users elevate the client experience and foster important planning conversations by allowing them to meet clients where they are in their financial journey.”

Self-Directed Planning: New Financial Mobile App
Anticipated later this year, eMoney’s Project Avocado – a to-be-named financial wellness application – is currently in development to help retirement advisors digitally engage more retirement plan participants across a variety of demographics and financial levels. The client-led mobile app provides relevant content and educational resources for users to establish stronger financial behaviors and ultimately connect with an advisor upon request. With a high-touch, low-effort model, advisors can scale their business to reach hundreds or thousands of clients and prospects.

Foundational Planning: Goals-Based Solution to Deliver More Plans to More Clients
Last year, eMoney launched Foundational Planning, a modular, goals-based planning solution. With its straightforward, guided workflow, Foundational Planning enables advisors to establish planning-led relationships with clients, regardless of where they are on their financial journey, and ultimately deliver more financial plans to more clients. Foundational Planning provides a highly engaging experience that encourages collaboration between advisors and clients and expands advisors’ reach across a wider breath of clients. Today, thousands of advisors use Foundational Planning in conjunction with eMoney’s Advanced Planning offering to meet the diverse planning needs of their clients through a single solution.

Advanced Planning: The Industry’s Most Comprehensive Planning Capabilities eMoney is focused on building a more seamless, interactive, and intelligent Advanced Planning experience that maximizes both client engagement, as well as advisor efficiency. This vision for the new Advanced Planning experience starts with making every report, every chart and every data table from across the planning experience, no matter the topic, accessible within a single workspace with a modern and interactive aesthetic. Recently released features that encourage real-time client interaction, such as the Cash Flow Overview within the Decision Center, have produced high adoption rates and serve as models for future enhancements.

The Future of Money: New Features Under Development
eMoney continues to innovate and make enhancements to its platform. Key focus areas include:

  • Interactive and Dynamic Reports: Available right within the Decision Center, the reports will enable advisors to provide immediate transparency on any topic over any timeframe all in one place, providing a truly streamlined experience.
  • Presentation Builder: eMoney’s content and reports will be housed in a single, unified presentation builder. The same colorful, clean and easy-to-understand visuals that are available on-screen will also be available as printed reports, simplifying both the creation and delivery of client presentations.
  • Streamlined Workflow: Throughout their planning conversations with clients, advisors will have the ability to quickly edit and add data, right on the spot, providing a more seamless user experience.
  • Automated Intelligence: On-the-spot insights will elevate advisors’ planning capabilities by recommending specific actions based on a client’s unique situation, goals and objectives.
  • Client Site Planning: eMoney’s award-winning client portal will incorporate more engaging, planning-centric features, including clean and simple illustrations of both plan and goal level projections; and functionality that will enable clients to explore their financial plans themselves.
  • Value Tracking: Advisors will be able to put their clients’ performance and progress toward goals into context by demonstrating where a client has been, where they are now and where they stand in relation to what they are trying to achieve. This will enable advisors to illustrate the value they’ve provided to the client over time by demonstrating the actions that were recommended by the advisor, the actions that were taken and the impact that those actions have had on their overall plan.

“Our vision for full-spectrum planning centers on the goal of helping advisors serve more clients with a collaborative and streamlined planning experience,” said Jess Liberi, head of product at eMoney. “And we’re constantly innovating to deliver solutions that allow advisors to continuously demonstrate their unique value to clients in a personalized and interactive way.”

To learn more about eMoney’s planning vision and product roadmap, watch this webinar.

About eMoney
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Media Contacts:
Joanna Armandi
eMoney Advisor
(610) 684-1100, x4214

Nicholas Koulermos
5W Public Relations
(646) 843-1812