Firms’ complementary technologies better serve customers

Financial planners rely on eMoney for sophisticated web-based wealth planning. The tool offers a comprehensive view of a client’s financial portfolio, and facilitates the kind of high-touch service that our clients expect. M&O is the premier financial compensation reporting system serving the brokerage, insurance and banking industries.

“M&O’s extensive broker-dealer network, paired with eMoney’s high net worth clientele will create new opportunities for both firms,” said Michael Zebrowski, Executive Vice President and COO of eMoney Advisor. “By gaining access to M&O`s technology, we can, once again, exceed our clients` expectations by giving them relevant, quick, and reliable data.”

Direct access to M&O’s data will enable eMoney to offer their customers reporting on the purchase and sales of securities, and ease the integration of new users onto eMoney’s Advisor Platform.

“This new partnership with eMoney Advisor permits M&O to build upon the foundation of providing industry leading sales compensation, reporting, compliance and data aggregation solutions”, says Robert Miningham, President and CEO of Miningham and Oellerich. “By combining M&O`s rich compensation information paired with clean customer demographic data and presented through e-Money`s premier financial reporting platform, this will now permit management to ascertain the effect of decisions on both the advisors` clients and the representatives` performance.”

About eMoney Advisor

eMoney Advisor based in Conshohocken is a wholly-owned subsidiary of Commerce Bancorp. eMoney’s AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers an aggregated, 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. The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients around-the-clock access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and tracking of their frequent flier mileage and other point programs.

eMoney’s solutions are enhancing advisor–client relationships for leading financial services and advisory companies, such as Massachusetts Mutual Life Insurance Company (MassMutual), Metropolitan Life Insurance Company, Century Business Services, Inc. (CBIZ), PricewaterhouseCoopers, Ameritas/Acacia, New England Financial, Principal Financial Group and Union Central among others. eMoney also counts some of the nation’s leading advisory firms as clients including Carson Wealth Management Group, Horizon Financial Group LLC, Hinrichs Financial Group and the Andesa Group.

About Miningham & Oellerich (M&O)

M&O based in downtown Manhattan, is a privately owned organization serving the financial services industry for over 27 years with proven and trusted complex compensation, compliance, and reporting tools through their premier “SERVE Me" Suite platform of integrated modules. M&O provides firms with technology and tools to manage their complete business. M&O’s expertise, problem-solving nature and adaptive use of technology translates business data into business knowledge, enabling firms to “know your business” and make more accurate and timely decisions.