eMoney Advisor Integrates With Outlook, Saving Advisors Time and Adding Value

Financial Advisors Can Now View Client Financial, Investment and Insurance Data without Leaving Microsoft Outlook

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Jul 15, 2010, 04:53 ET

CONSHOHOCKEN, Pa., July 15 /PRNewswire/ -- eMoney Advisor, a leading provider of advanced wealth and goal planning solutions for financial advisors, announces a new integrated service for advisors, eMoney for Outlook. The new add-in, released with Version 7.0, brings important and up-to-date eMoney client data where advisors reside most -- in Microsoft Outlook®.

With eMoney for Outlook, when an advisor receives an email, a panel containing valuable, up-to-date financial information appears. This information includes a summary of the client's financials, investments and insurance products. Also visible, the client's ranking based on their net worth, investable assets and AUM. The advisor can even access valuable eMoney reports including assets, liabilities, balance sheet, cash flow, asset allocation and more.

"eMoney for Outlook saves advisors valuable time and eliminates the frustration of having to jump between their two most valuable software resources, eMoney and Outlook," explains Edmond J. Walters, CEO and founder, eMoney Advisor, LLC. "With eMoney for Outlook advisors now have the information they need, where they need it. This enables them to quickly respond to clients and prioritize their activities."

eMoney for Outlook is the latest addition to the eMoney Everywhere program. The eMoney Everywhere program integrates CRM, wireless, office and popular advisor tools with eMoney's award winning web-based applications creating the ultimate advisor desktop. eMoney Everywhere leverages web services, common architectures, and industry standard file formats to allow for data integration between eMoney 360 and 360 Pro with other tools. The flexibility and timesaving benefits of the eMoney Everywhere program provides advisors with a full financial desktop translating into better workflow and the delivery of enhanced client service.

About eMoney Advisor:

eMoney Advisor, based in Conshohocken, Pennsylvania, provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools are used by leading financial services firms around the country, including such well-known names as The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, TD Bank, New York Life, RBC, Northern Trust, PricewaterhouseCoopers, Securian Financial Services, and over 50 of the top independent broker dealers and RIA firms in the country. For more information, please visit our website at www.emoneyadvisor.com or contact us at 1-888-362-4612.

SOURCE eMoney Advisor