TITLE

A Platform for Advisors

AUTHOR(S)
Jones, Lucretia DiSanto
PUB. DATE
July 2003
SOURCE
Advisor Today;Jul2003, Vol. 98 Issue 7, p14
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
10144549

 

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