The AdvisorPlatform is available to any advisor within the Principal Financial Group network, who will be offering fee-based services through Princor Financial Services Corporation, a registered investment adviser and member of the Principal Financial Group.
eMoney’s AdvisorPlatform is a web-based wealth planning and client management tool that offers an aggregated 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. With the AdvisorPlatform, advisors can better manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date, and monitoring significant changes in their clients’ financial status, the announcement said.
The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24×7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents and other point programs, according to the news release.
More information is at www.emoneyadvisor.com .