LIMRA Endorses eMoney's AdvisorPlatform™ as Best of Breed Wealth Management Tool

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LIMRA, a worldwide leader providing research and consulting to more than 800 insurance and financial services companies in 60 countries, has endorsed eMoney Advisor’s AdvisorPlatform™ as the wealth management solution of choice.

LIMRA, a worldwide leader providing research and consulting to more than 800 insurance and financial services companies in 60 countries, has endorsed eMoney Advisor’s AdvisorPlatform™ as the wealth management solution of choice. This endorsement continues to solidify eMoney’s position as the leading wealth management software tool for the financial services industry.

The alignment between LIMRA and eMoney Advisor was natural, given LIMRA’s mission to help member companies develop realistic business solutions. According to LIMRA CEO Robert Kerzner, "eMoney solutions offer sales people and consumers a valuable wealth management tool and provide significant oversight for compliance with Rule 202(a) of the Investment Advisers Act."

“eMoney’s ability to provide features that are not only relevant but even anticipatory of regulations which are critical to the industry, helped us to obtain this prestigious endorsement,” said Edmond Walters, Founder and CEO of eMoney Advisor. “AdvisorAssurance™, which we developed in partnership with the compliance departments of our current user-base, is the most recent example of how we’ve been able to quickly respond by enhancing our tool to stay ahead of important regulatory guidance that impacts our constituents,” Walters explained.

About eMoney Advisor

eMoney Advisor based in Conshohocken is a wholly-owned subsidiary of Commerce Bancorp. eMoney’s AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers 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. The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients around-the-clock access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and tracking of their frequent flier mileage and other point programs.

eMoney’s solutions are enhancing advisor–client relationships for leading financial services and advisory companies, such as Massachusetts Mutual Life Insurance Company (MassMutual), Metropolitan Life Insurance Company, Century Business Services, Inc. (CBIZ), 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.

LIMRA International

LIMRA International is a worldwide association providing research, consulting, and other services to more than 800 insurance and financial services companies in 60 countries. LIMRA was established in 1916 to help its member companies maximize their marketing and distribution effectiveness.

Widely know for its industry research, LIMRA publishes several hundred research reports each year, available to members through an online database, and sponsors or co-sponsors numerous industry conferences. LIMRA consultants apply research findings and industry expertise to help companies with marketing, distribution, and compensation issues.

LIMRA employs more than 200 staff at its Windsor, CT, headquarters near Hartford, and additional staff in Toronto, London, Melbourne, and Shanghai.

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