14 DAY TRIAL // eMoney Advisor comes to the rescue of financial advisors now on mobiles with the new eMoney Mobile application, exclusively for the iPhone and the iPod touch. This new financial planning solution is based on eMoney's most advanced and appreciated software developed yet.
Furthermore, this service is also useful to clients and not only to licensed advisors. Designed as a both way advantageous system, the application keeps clients in touch with all the essential information and much more, plus that the possibilities it offers are numerous, covering most areas.
Starting with the financial account viewing options and moving on to the possibility of checking the important encrypted Vault documents, the system seems flawless and full of substance at first sight. Next, focusing on the direct collaboration with the user's private advisor, this service delivers the much wanted feeling of safety by telling you exactly what's going on every step of the way. In addition, the usual cash flow, balance sheet and other such data are also viewable at any time.
The development team focused on making life easier for the financial advisors as well, thus up-to-date information regarding the accounts of the advisor's clients is available instantly, around the clock. Moreover, the possibility of connecting directly to the advisor works both ways, so whenever there’s a mix-up or data is needed, the information is just a connection away.
Jon Wagner, chief architect of eMoney Advisor, stated, concerning the decision to go for Apple, "We are excited to provide advisors and clients iPhone access to their pertinent financial data wherever they go. The iPhone's intuitive touch screen allows us to provide our clients with a great user experience. Expanding our software solutions via the Apple App Store is another excellent way eMoney provides seamless access to our advisors and their clients."
The eMoney Mobile service represents just a small piece of the great accomplishment the Advisor's eMoney Everywhere program represents. The program comprises CRM, wireless, office and popular advisor tools and comes with the ultimate high-tech desktop and other such technologies. Moreover, the 360 & 360 Pro software on which the eMoney mobile system is based is highly awarded and even more appreciated because of its simplicity and effectiveness, but mostly due to timesaving and other such benefits and experiences it provides.