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.

Twice yearly eMoney executives meet with some of the country’s top advisors to develop a “wish list” of features for the next release. The 4.0 release is about flexibility with the introduction of Goal Planning. Edmond Walters, CEO of eMoney Advisor says: “We implemented this new feature as a direct result of input from advisors, who wanted to reach a broader spectrum of clients. This new functionality makes our product solution even more versatile in meeting the needs of a highly competitive and diverse wealth management market.”  With goal planning an advisor can address a client’s need to plan for retirement, weddings and other major life expenses.

The Alliance Partnership Program is an innovative feature now available on the AdvisorPlatform. The Program enables advisors to share designated aspects of a client’s website with alliance partners (such as attorneys and accountants) - a collaboration which will assist everyone in gaining a true picture of a client’s needs.

Continually enhancing security measures is of primary importance to the eMoney team. The AdvisorPlatform has the highest level of approved encryption available. The newly released Version 4.0 has been certified Hacker Safe™, which means over 6,000 vulnerabilities are scanned every fifteen minutes, meeting the highest published government standards mandated by HIPAA, Gramm-Leach-Bliley, Sarbanes-Oxley and other federal legislature and credit card issuers (Visa, MasterCard, AMEX). The intrusion detection software Tripwire, has also been implemented on all eMoney servers. Tripwire is a change auditing software that detects and exposes unintended changes, circumvention of change management processes and compromises of security.