Union Central Selects eMoney Advisor's Financial Planning Software for Enterprise-Wide Adoption
Union Central Selects eMoney Advisor's Financial Planning Software for Enterprise-Wide Adoption
CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Aug. 10, 2004--eMoney Advisor
-- Enterprise-Wide Implementation to Support Firm's Wealth Management Services and Recruiting Initiatives
-- eMoney Advisor Continues Its Leadership in Insurance with Advisors and Brokers
eMoney Advisor, a leading provider of comprehensive wealth planning and client management solutions, today announced that Union Central, a leading mutual insurance and investments company, has selected eMoney's AdvisorPlatform(TM) as its financial planning platform for the enterprise. Union Central selected the eMoney system as the result of a successful pilot program. Results of the pilots, which ran in Toledo and Cincinnati, Ohio, Charlotte, North Carolina and Phoenixville, Pennsylvania, included increased product sales and planning fees, better client relationships, and an overall more professional image of the firm. Over the next six months, the AdvisorPlatform will be rolled out nationwide, marketed under the name Wealth eValuator.
"We needed a comprehensive, yet intuitive, planning platform that would serve the needs of our field representatives, as well as one that would support the firm's overall objectives of increased productivity, product sales and recruiting," said Kevin O'Toole, Vice President of Agencies for Union Central. "eMoney was able to deliver on that criteria and we are looking forward to mirroring the results from our pilots to our other agencies throughout the country."
eMoney's AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive 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 proactively 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 AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24x7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and now frequent flier mileage and other point programs.
"Our growing traction in the insurance industry is a reflection of the strength of our technology, our understanding of that industry and our focus on the advisor's success," said Edmond Walters, CEO of eMoney Advisor. "Union Central is an excellent example of a financial services firm that understands how technology can be leveraged to their advantage."
About Union Central
Now in its 137th year, Union Central is a mutual insurance and investments company licensed to conduct business in all 50 states and the District of Columbia. With $6 billion in assets, Union Central ranks among the top 10 mutual life insurance companies in the nation, based upon admitted assets or total life insurance in force.
About eMoney Advisor
eMoney Advisor is an award-winning provider of holistic wealth planning solutions focused on maximizing the value of the advisor-client relationship for financial services companies. eMoney's AdvisorPlatform is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial life, as well as features and functions that enable real-time, in-depth planning and proactive servicing of a client's needs. eMoney's solutions are currently being used by thousands of advisors in more than 40 states across the country, including advisors from large enterprises such as Massachusetts Mutual Insurance Company (MassMutual), Ameritas Acacia, PricewaterhouseCoopers, Century Business Services, Inc. (CBIZ) and First Commonwealth, among others. eMoney also counts some of the nation's leading advisory firms as clients, including Premier Planning Group LLC, the Andesa Group, and the Staubach Companies. For more information, visit our web site at www.emoneyadvisor.com.
Contacts
eMoney Advisor
Rachel Kingery, 412-621-2526
CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Aug. 10, 2004--eMoney Advisor
-- Enterprise-Wide Implementation to Support Firm's Wealth Management Services and Recruiting Initiatives
-- eMoney Advisor Continues Its Leadership in Insurance with Advisors and Brokers
eMoney Advisor, a leading provider of comprehensive wealth planning and client management solutions, today announced that Union Central, a leading mutual insurance and investments company, has selected eMoney's AdvisorPlatform(TM) as its financial planning platform for the enterprise. Union Central selected the eMoney system as the result of a successful pilot program. Results of the pilots, which ran in Toledo and Cincinnati, Ohio, Charlotte, North Carolina and Phoenixville, Pennsylvania, included increased product sales and planning fees, better client relationships, and an overall more professional image of the firm. Over the next six months, the AdvisorPlatform will be rolled out nationwide, marketed under the name Wealth eValuator.
"We needed a comprehensive, yet intuitive, planning platform that would serve the needs of our field representatives, as well as one that would support the firm's overall objectives of increased productivity, product sales and recruiting," said Kevin O'Toole, Vice President of Agencies for Union Central. "eMoney was able to deliver on that criteria and we are looking forward to mirroring the results from our pilots to our other agencies throughout the country."
eMoney's AdvisorPlatform is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive 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 proactively 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 AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24x7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and now frequent flier mileage and other point programs.
"Our growing traction in the insurance industry is a reflection of the strength of our technology, our understanding of that industry and our focus on the advisor's success," said Edmond Walters, CEO of eMoney Advisor. "Union Central is an excellent example of a financial services firm that understands how technology can be leveraged to their advantage."
About Union Central
Now in its 137th year, Union Central is a mutual insurance and investments company licensed to conduct business in all 50 states and the District of Columbia. With $6 billion in assets, Union Central ranks among the top 10 mutual life insurance companies in the nation, based upon admitted assets or total life insurance in force.
About eMoney Advisor
eMoney Advisor is an award-winning provider of holistic wealth planning solutions focused on maximizing the value of the advisor-client relationship for financial services companies. eMoney's AdvisorPlatform is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial life, as well as features and functions that enable real-time, in-depth planning and proactive servicing of a client's needs. eMoney's solutions are currently being used by thousands of advisors in more than 40 states across the country, including advisors from large enterprises such as Massachusetts Mutual Insurance Company (MassMutual), Ameritas Acacia, PricewaterhouseCoopers, Century Business Services, Inc. (CBIZ) and First Commonwealth, among others. eMoney also counts some of the nation's leading advisory firms as clients, including Premier Planning Group LLC, the Andesa Group, and the Staubach Companies. For more information, visit our web site at www.emoneyadvisor.com.
Contacts
eMoney Advisor
Rachel Kingery, 412-621-2526
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