Advisors and their clients can now access their most important financial data via their iPhone, Blackberry or other popular mobile device with internet browser capabilities.
Click Hereto get eMoney for iPhone from the App Store on iTunes. Free for
Licensed users
eMoney’s Client Site went mobile in May 2007, delivering its highly sophisticated wealth management and goal planning
system on a wireless device. Your Clients can now view all their pertinent financial account information on their Treo, Blackberry, iPhone or any other PDA with mobile Internet browser capability.
While a number of software solution providers have calculators and traditional plan capabilities online, eMoney’s solutions have gone the extra step by
providing an up to date mobile client financial
snapshot for clients directly to a PDA. eMoney Mobile
is branded with the advisor’s independent brand
providing customers with continuous reminders of
their advisor’s concierge level of service.
Advisors receive the eMoney mobile upgrade
witheMoney 360oreMoney 360Proas long
as they have the latest version 5.0 of eMoney’s
software.
eMoney Mobile provides yet another way for advisors
to differentiate themselves in a highly competitive
market with outstanding service and unique delivery
of client interaction.
