Lincoln Investment to Offer eMoney Advisor as Part of its Technology Offering for Advisors
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With three different eMoney packages to choose from, advisors can select the products and features that make the most sense for their businesses and meet the changing needs of their clients. For advisors looking to streamline their planning process, eMoney offers tools providing needs analysis, goals-based planning, cash-flow planning and estate planning, among other advanced planning capabilities. And no matter the type of planning performed by the advisor, their clients are provided with real-time access to their complete financial picture and can track progress toward their goals via the award-winning eMoney client portal. The portal retains all client data safely and securely, which also provides immense value for those advisors who may be developing a succession plan.
In addition, all eMoney packages include Office Analytics and Advisor Assurance, two premier solutions that enrich the financial planning process. Office Analytics enables advisors to identify growth opportunities; improve advisor performance and personalize client experiences using data-driven insights. Advisor Assurance provides office-level compliance data that captures account changes, event logs, client presentations and more.
"The eMoney team is excited to partner with
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SOURCE eMoney Advisor
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