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Corporate News
Announcements
eMoney Advisor Selects Forefield to Provide Financial Content for its Wealth Planning and Management Platform
FMA Advisor Content Available to Financial Advisors through Seamless Integration with eMoney's AdvisorPlatform
Press Release, February 25, 2003
Paoli, PA and Marlboro, MA - February 25, 2003 - eMoney Advisor, a leading provider of holistic wealth planning and management solutions, today announced that it has partnered with Forefield Inc., the leading provider of real-time sales, education, and client communication tools for financial advisors and institutions, to make top-tier financial content seamlessly available through its AdvisorPlatform.
"Forefield represents the industry leader in providing content and tools to advisors," said Charles Clark, Senior Vice President of Business Development for eMoney Advisor. "They are an excellent partner for us and will allow us to provide an even higher level of service and support to our customer base."
eMoney's AdvisorPlatform provides financial advisors with a Web-based wealth planning tool that offers a 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. 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' portfolios. The interactive platform also provides e-mail alerts and alarms, aggregation and customized reporting capabilities, as well as an on-line storage capability that enables advisors to help their clients keep track of valuable documents, such as wills, insurance policies, and property titles. By incorporating Forefield's FMA Advisor into the AdvisorPlatform, eMoney increases both the depth and breadth of information and tools available to its customers.
"The integration of our leading technologies furthers our ability to convey comprehensive financial planning knowledge to brokerage and financial advisors around the world," commented Forefield President and Chief Executive Officer, Brent Delehey. "At Forefield, we are continuously striving to deliver our financial planning knowledge in the format that our customers want. Through this integration, eMoney's clients will now be able to access Forefield content and, in turn, provide their clients with the most current, consistent, and compliant information available without leaving the AdvisorPlatform."
The eMoney/Forefield agreement will give eMoney's customer base direct access to Forefield's comprehensive content spanning over 1,700 financial topics and all aspects of a client's financial life, including Personal Finance, Business Owner, Education Planning, Estate Planning, Government Benefits, Investment Planning, Protection Planning, Retirement Planning, Special Situations, Tax Planning, and more.
About Forefield
Established in 1997, Forefield Inc. provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. Forefield helps build and maintain relationships between financial institutions and advisors and their clients, increasing revenue and improving operational efficiency. Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, CIGNA, Commonwealth Financial Network, Deloitte & Touche, FleetBoston Financial, Goldman Sachs, Insurance.com, MetLife, Ohio National, PNC Advisors, Raymond James, and Waddell & Reed. For more information, visit www.forefield.com.
About eMoney Advisor
Headquartered in Paoli, PA, eMoney Advisor is a leading provider of holistic wealth planning solutions that focus on maximizing the advisor-client relationship. eMoney Advisor combines expert consulting and innovative technology to deliver comprehensive wealth planning solutions and services that leverage more than two decades of financial planning and wealth management experience. eMoney Advisor's solutions are enhancing advisor-client relationships for a variety of financial services companies serving thousands of high-net-worth clients throughout the country. For more information on eMoney Advisor, visit www.emoneyadvisor.com.
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