New Offline Presentation Tool for Advisors Enhances eMoney Advisor's Marketing Package

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The new presentation tool is now part of the marketing package which eMoney Advisor provides for its clients.

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eMoney Advisor, which provides comprehensive wealth planning and client management software solutions, announced today the launch of a new marketing tool aimed at helping advisors showcase its AdvisorPlatfom™. The new presentation tool is now part of the marketing package which eMoney Advisor provides for its clients.

Advisors will receive a downloadable link to an offline sample client version of the AdvisorPlatform - accessible anyplace, anytime, without Internet access. It will be available as a free download or as a customized branded version with the advisor's logo. The offline presentation will enable advisors to demonstrate to clients many of the features and functions of the ASP-based AdvisorPlatform. For instance, an advisor will be able to showcase a sample breakdown of assets and liabilities, a sample Vault and aggregation as well as sample Alerts and Alarms and the alliance feature. This presentation is intended to give clients as realistic as possible representation of the client application. Previously, advisors demonstrating the AdvisorPlatform needed Internet access, which was difficult to arrange while at a client's homes or while on the road.

Edmond Walters, CEO/Chairman of eMoney Advisor, says the offline presentation tool was developed after feedback from advisors. "Advisors tell us they need flexibility. By providing this tool we hope they will have more opportunity to showcase their services and demonstrate to their clients how they can add value."

The offline presentation is yet another marketing tool available to eMoney Advisor clients. Firms of every size – from the large corporations such as PricewaterhouseCoopers to small boutique firms are taking advantage of eMoney's AdvisorMarketing services which provides professional, customized marketing material at a fraction of the cost normally paid. AdvisorMarketing is provided by an in-house graphic design team and field tested for effectiveness. Advisors currently receive vertical marketing customized CDs, brochures, PowerPoint presentations, advertising slicks and Web links.

About eMoney Advisor

eMoney's AdvisorPlatform is an award-winning, Web-based wealth planning and client management tool that offers an aggregated, comprehensive view of a client's financial portfolio. With the AdvisorPlatform, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date, and monitoring significant changes in their clients' financial status. The Alliance program, available since the release of Version 4.0, enables advisors to share designated areas of a Client's Home Page with other trusted advisors, such as accountants and lawyers.

eMoney Advisor's solutions are enhancing advisor–client relationships for leading financial services companies, such as Massachusetts Mutual Life Insurance Company (MassMutual), Century Business Services, Inc. (CBIZ), First Commonwealth, PricewaterhouseCoopers, Ameritas/Acacia, New England Financial, Principal Financial Group and Union Central among others. eMoney also counts some of the nation's leading advisory firms as clients including Carson Wealth Management Group, Horizon Financial Group LLC, Hinrichs Financial Group and the Andesa Group.

For more information about eMoney Advisor, visit or contact Allysa Stewart, 610-684-4662.

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