“Western’s partnership with eMoney allows our advisors access to a technology experience that will be a powerful tool for their clients,” said Donald Bizub, CEO of Western. “We are unwavering in providing quality financial solution platforms and a distinct competitive advantage to our advisors.”
PASADENA, Calif. (PRWEB) December 04, 2018
Beginning in mid- December, Western will launch their integrated client portal and financial planning tools, which will be powered by eMoney’s industry-leading wealth management technology. More than 400 advisors affiliated with Western will be offered direct access to trading and account level details with easy access, single sign-on coupled with a constantly improving client experience.
eMoney’s industry-leading client portal offers the clients of Western advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.
“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” said Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Western’s advisors will find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”
Western International Securities, Inc. (WIS) provides an independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service. Headquartered in Pasadena, California, Western is recognized as a unique independent broker dealer in the industry, offering an independent experience with no proprietary products. The firm supports more than 400 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. For more information about Western, please visit http://www.joinwestern.com or wisdirect.com.
About eMoney Advisor, LLC
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 more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit http://www.emoneyadvisor.com.