A Platform for Advisors

Jones, Lucretia DiSanto
July 2003
Advisor Today;Jul2003, Vol. 98 Issue 7, p14
Trade Publication
Reports that the eMoney Advisor company has upgraded its showcase product, AdvisorPlatform, which still adhere to its objective of providing a single, online gathering place for all of a client's investment accounts into one system, giving advisors a comprehensive view of the client's portfolio. Information on aggregation and collaboration tools which enhanced the product; Information on the AdvisorServices Group which provides consulting and marketing services. INSET: ONLINE WEALTH-MANAGEMENT AND FINACIAL-PLANNING TRENDS.


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