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.”

The Free Trial offer gives advisors the opportunity to test the power of the system and see how it can add value to their business. Customer Support provides assistance during the Free Trial offer, helping prospective clients learn the system. During the Free Trial advisors also receive Alerts which simulate what a client would receive if they were on the system. John says,” We wanted to demonstrate the value of the AdvisorPlatform as a client management tool to Free Trial users. Utilizing the alerts to communicate with your clients a dozen times a year, is an efficient and cost-effective way of
touching the client.”

To sign up for a 14-day Free Trial, check out www.advisorplatform.com to learn more.