In just a matter of weeks the AdvisorPlatform will undergo some exciting new enhancements. Subscribers will now have the ability to turn on access to the Client Fact Finder for your clients. Previously, client data needed to be entered by the advisor or their assistant. Giving clients access would enable them to enter their own personal financial information; potentially saving an advisor time and allowing clients to ‘buy into’ the planning process, by participating more actively. Like all the other changes, this enhancement will be at an advisor's discretion to turn on for their current clients. New clients will automatically receive this functionality, but an advisor may of course choose to turn it off. Advisors may also give clients access to the new “Tools” tab on the AdvisorPlatform which has numerous calculators including:

• The Debt Analyzer which calculates debt and analyzes whether it should be consolidated in order to reach financial goals.
• Future Value computes the future value of an amount using a specified growth rate.
• Present Value computes the current worth of the future value of an asset.
• Interest Rate Comparison computes the future value of an amount using multiple growth rates.
• Credit Card Payoff computes the amount of time required to pay off a credit card balance, taking into account interest rate, payments and additional future charges.
• Loan Payment computes the monthly loan payment associated with a loan using an initial loan amount, interest rate and term specified in years.
• Loan Amount computes the initial loan amount using monthly payment, interest rate and term specified in years.
• Asset Growth Rate computes the average annual growth rate required to achieve the specified future asset value given a present value, annual contribution amount and a period of years.

And finally, advisors may also choose to give your clients access to VIP Services. At the time of its launch VIP Services will feature membership to a program for luxury medical facilities. With a membership card clients can take advantage of world class medicine and concierge services in premium medical facilities. In the future VIP Services will host a number of other services related to health, wealth and well-being. Watch this Space!

For more information on the new features available on the AdvisorPlatform contact emamarketing@emoneyadvisor.com.