The Entrust Group Integrates eMoney Advisor to Simplify Portfolio Diversification Management

OAKLAND, Calif., July 12, 2017 /PRNewswire/ -- The Entrust Group announced new, integrated aggregation capabilities with eMoney Advisor's product suite to simplify portfolio diversification. Entrust's clients and their advisors now have the ability to aggregate account data such as account values and holdings into the eMoney application from Entrust's all-in-one client portal. Self-directed retirement investors and their financial advisors can now consolidate their alternative assets into single investment portfolios. The new incorporation is a strategic move for Entrust to provide clients and their advisors a more unified and productive way to manage their investment assets in one single portfolio.

"For years, investors have approached Entrust with their interest in adding alternative investments with Entrust to a traditional investment portfolio held elsewhere," says Entrust CEO, Hugh Bromma. "The answer was 'no,' but times are changing. The consolidation process used to be manual and tedious. Thanks to eMoney Advisor, the process is now fully automatic. Investment values, transactions, cash balances and more, are now available for a single holistic view along with any other assets owned by our clients."

In just one year, the number of people using Entrust's online client portal soared from 500 to 9,800—an increase of 1860%. The timeliness of Entrust's focus on comprehensive investment management integration comes during a time where automation and user-friendly technology is vital for an improved client portal experience. In 2017, Entrust will continue to focus on more technological integration within the Entrust Client Portal to provide seamless investment processes for investors and clients alike.

About The Entrust Group, Inc.

For over 35 years, The Entrust Group has provided account administration services for self-directed retirement plans and has been an acknowledged authority in the field. With locations throughout the US, Entrust's team of professionals are regularly examined to ensure compliance with current state and federal banking requirements, and keep up-to-date by participating in ongoing educational programs to ensure that they share the most accurate information with clients. For more information about The Entrust Group, or self-directed IRAs, please visit www.theentrustgroup.com

Media contact: Caroline Baldwin, [email protected]  

About eMoney Advisor

eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney's solutions transform the wealth management experience for more than 45,000 financial professionals and 2 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.

Media contact: Joanna Armandi, [email protected]  

SOURCE The Entrust Group

Related Links

http://www.theentrustgroup.com