Fellow Advisors and Planners-

Welcome to the first edition of The Advisor Advocate. After spending over 20 years as a financial advisor, I understand the critical importance of maintaining awareness of the industry, while also working to grow your practice and better serve your clients. With this in mind, we started this newsletter, furthering our vision of giving financial planners and advisors an advantage in attracting clients, having more satisfying and successful client relationships and improving their overall business. The eMoney Advisor offering of a web-enabled wealth and goal planning software solution that gives advisors a competitive edge provides the ultimate versatility in meeting the needs of a highly competitive and diverse wealth management market. We hope this newsletter will give you a tasting of the eMoney vision and encourages you to explore further.

Enjoy,
Edmond Walters
Chairman/CEO, eMoney Advisor, LLC

The AdvisorPlatform's
New Features - 4.0

March 12th was a long night for the eMoney team launching the AdvisorPlatform™ upgrade - 4.0. The new release is the culmination of almost a year’s worth of work enhancing the system with over 100 new features. There are three major new enhancements: goal planning, alliance based partnerships and increased security.

The HNW and
Mass Affluent Client

Over the past few years, it has become clear that clients are increasingly sophisticated and have greater expectations of their financial advisors. This trend is especially apparent for the growing number of affluent middle and upper class clients, often referred to as mass affluent and high-net-worth.


Education Vital to Advisor-Client Relations

[Contributed by Thomas Coyle, Family Wealth Report]
Wealthy families want more than winning investment strategies. They want to understand their investments - and a recent poll of ultra high-net-worth investors suggests they're growing impatient with their advisors' inability to help them do that. That means advisors have to start educating their clients about investing in ways that are entirely free of product-push, say wealth industry players.

New Monthly Pricing

Backed by advisor demand eMoney Advisor is now offering a monthly $299 special for a minimum of three months. Check out www.advisorplatform.com to learn more.



Free Trial Users Join Up

More and more advisors are taking advantage of eMoney’s Free Trial program. John DeVincent, SVP Customer Service & Market Support, says: “We started offering a two week Free Trial in February and in just two months we’ve been overwhelmed with the response, with hundreds of advisors taking up the offer.”

eMoney—a "Leader"
in its Field

eMoney Advisor, which provides comprehensive wealth planning and client management solutions, was named a “Leader” by independent research firm, Forrester, in its latest Report The Forrester Wave™: Financial Planning Software, Q2 2005.