Live Training Sessions
Scheduled throughout
the country
Customized CDs,
Brochures and Web Links Available in 12 different
Vertical Markets.
Case Entry Services
Vault Scanning Services
The decision to transition to fee-based planning is
one of the most important business decisions a
financial advisor can make.
Advisors transitioning to Fee-Based
planning typically experience: • Longer lasting client relationships
• Increased referrals
• Increased assets under management and
• Increased revenues
eMoney Advisor is committed to helping advisors
make their transition to fee-based planning successful
by providing premier financial planning tools designed
to support a fee-based planning structure.
360 and 360Pro offer:
• Account aggregation allowing advisors and clients
to view all account information in one place
• Alerts and alarms to notify advisors of changes
in their client’s accounts
• A personal Client Financial Home Page enabling
client/advisor collaboration
• An online safety deposit box “Vault” to store
valuable client documents
• Mobile access for clients to access their
Client Financial Home Page via a PDA, Treo
and Blackberry device
• Alliance Partnerships allowing advisors to
collaborate with attorneys, accountants etc.
“We needed a software
system to support our
fee-based business model
and help streamline
our back office.”
“I used to spend hours
creating financial plans
only to end up giving
them away."
