RADNOR, PA — eMoney Advisor said it enhanced its Foundational Planning solution with a redesigned interface and integration with its CoPlanner tool to streamline financial planning workflows for advisors.
The company said the updated platform is available to eMoney Plus and Premier users and is designed to guide advisors from data input to client-ready plans through a structured workflow.
The enhancements include ribbon-style navigation, automated data integration, and tools to generate planning strategies aligned with client goals, according to eMoney.
The company said the system allows advisors to move from initial inputs to completed plans more quickly while supporting more interactive client engagement.
“We know planning leads to stronger relationships and better client outcomes,” Chad Porche, senior vice president of product, said, adding that the update is intended to support goal-focused conversations and improve planning efficiency.
eMoney said the platform incorporates CoPlanner capabilities to help advisors generate recommendations based on client data.
The company will host a webinar on the updated solution at 2 p.m. Eastern Time on Tuesday, April 21, with registration available online.
eMoney Advisor provides financial planning technology used by more than 138,000 professionals serving over 7 million households in the United States, according to the company.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News.