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 96,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4.5 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
Planning with Purpose
Research was conducted to identify alignment between advisors and clients regarding why clients seek advice, how they feel about financial wellness, and the role of technology in the advisor/client relationship. 393 advisors and 391 end-clients were surveyed, and it was found that there is advisor/client alignment, and that technology helps advisors make the most of their time to achieve career fulfillment by enabling them to meet their clients’ desire to find peace of mind in their financial lives. Used a multi-media distribution format—including an interactive landing page, infographic, video, and eBook—to maximize the effectiveness of the content across multiple channels such as email and social media.
Financial Wellness Mobile App
Incentive is an employee-based financial wellness solution that helps individuals achieve their financial goals no matter where they are in their financial journey and puts the retirement plan advisor at the center of the client relationship. The client-led financial planning and wellness app, available for use through retirement plan financial professionals, is aimed at introducing basic financial planning concepts and encouraging long-term behavioral changes to help users achieve their goals in engaging and actionable ways. The app was named Incentive based on the notion that everyone has a motivation or incentive to become financially healthy. Whether a client’s definition of financial health connects to budgeting, paying down debt, retirement or a new house, the end goal is personal and is the incentive to get started.
Collaborate Planning Services
In April 2021, eMoney launched Collaborate Planning Services, a new outsourced planning solution. This new solution is designed to support financial professionals’ planning needs so they can spend more time growing and improving client relationships. As eMoney continues to introduce new products and services to the market, Collaborate is another step toward expanding the eMoney brand, differentiating the company from the competition, and enhancing the value provided to clients.