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RADNOR, Pa., Aug. 29, 2018 — Lincoln Investment, one of the nation’s fastest growing broker-dealers serving over 1,100 financial advisors representing $36 billion in assets, today announced its partnership with eMoney Advisor, a leading provider of scalable wealth management technology. Lincoln now offers eMoney’s robust financial planning solutions to its advisor network. Lincoln offers its advisors five technology packages, three of which include eMoney.
“Lincoln Investment has worked for the past three years to invest in their advisor/client facing technology,” says Denis Houser, Senior Vice President, Business Development at Lincoln Investment. “We believe that eMoney is an important part of our technology offering to our advisors and a powerful tool to help them enhance client relationships through financial planning and maintain them through the client portal. eMoney also provides integration with other top industry tools in our technology offerings, which was important to us. Technology is always changing and we believe that eMoney understands the importance of that.”
With three different eMoney packages to choose from, advisors can select the products and features that make the most sense for their businesses and meet the changing needs of their clients. For advisors looking to streamline their planning process, eMoney offers tools providing needs analysis, goals-based planning, cash-flow planning and estate planning, among other advanced planning capabilities. And no matter the type of planning performed by the advisor, their clients are provided with real-time access to their complete financial picture and can track progress toward their goals via the award-winning eMoney client portal. The portal retains all client data safely and securely, which also provides immense value for those advisors who may be developing a succession plan.
In addition, all eMoney packages include Office Analytics and Advisor Assurance, two premier solutions that enrich the financial planning process. Office Analytics enables advisors to identify growth opportunities; improve advisor performance and personalize client experiences using data-driven insights. Advisor Assurance provides office-level compliance data that captures account changes, event logs, client presentations and more.
“The eMoney team is excited to partner with Lincoln Investment to provide their advisors with new options for their tech stack. To compete and grow, today’s advisors need a streamlined planning process, complete with solutions that provide compliance and oversight, analytics and deep client engagement,” said Stephen Langlois, Head of Business Development at eMoney. “We’re thrilled to offer our robust solutions to Lincoln’s respected network of advisors and help them maximize the eMoney platform to streamline business operations, drive growth and provide better outcomes for their 364,000 clients.”
About Lincoln Investment
Lincoln Investment Planning, LLC is a leading full-service broker/dealer and registered investment adviser providing investment, wealth and retirement planning services nationwide. The company currently has more than 450 employees and over 1,100 financial advisors in 43 states. Lincoln Investment serves over 364,000 individual investors, with over $36 billion in assets including over $16.1 billion in fee-based assets and provides retirement plan services to employees of more than 3,000 employers nationwide. For more information, visit www.lincolninvestment.com.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) is the 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 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.