Page All:
Page 1
eMoney and Brinker Capital Merge Planning and Product Selection into One Platform
CONSHOHOCKEN, Pa., Dec. 13, 2011 /PRNewswire/ -- eMoney Advisor, a pioneer in web-based wealth management and financial planning, and Brinker Capital, Inc., a leading independent investment management firm developed an integrated platform for wealth management, financial planning, proposal generation, product selection and quarterly performance reporting.
The integration simplifies a complicated and multi-step process. It saves valuable time and increases back office efficiencies. With this integration, eMoney subscribers and their teams can select from broadly diversified investment portfolios, easily generate proposals and performance reports - on one platform, with one logon.
"As an open architecture platform, we are free to select integration partners based on the quality and uniqueness of their offerings. Brinker Capital has an diversified product mix, excellent advisor support services, and leading technology. This integration will help advisors serve clients more efficiently and remove some major pain points they currently experience," states Edmond J. Walters, CEO and founder, eMoney Advisor, LLC. "This is all about creating a more positive experience for advisors and their story," according to Lee Dolan, Principal and National Sales Director, Brinker Capital. "The ability to access all the investment and firepower of Brinker Capital and eMoney represents a real advance in practice management."
ABOUT EMONEY ADVISOR, LLC:
eMoney Advisor, LLC, based in Conshohocken, Pennsylvania, provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better serving of a client's needs. eMoney's suite of tools is used by leading financial services firms around the country, including such well-known names as TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services among others.
ABOUT BRINKER CAPITAL:
Brinker Capital, Inc. is a leading independent investment management firm which provides managed account investment programs to individual and institutional investors through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Visit Brinker's website at http://www.brinkercapital.com.
SOURCE eMoney Advisor, Inc.
eMoney Advisor, Inc.
CONTACT: CONTACT: Suzanne Bergin, Bergin Communications, +1-484-947-5782, sue@bergincommunications.com
Web Site: http://www.emoneyadvisor.com
eMoney and Brinker Capital Merge Planning and Product Selection into One Platform
CONSHOHOCKEN, Pa., Dec. 13, 2011 /PRNewswire/ -- eMoney Advisor, a pioneer in web-based wealth management and financial planning, and Brinker Capital, Inc., a leading independent investment management firm developed an integrated platform for wealth management, financial planning, proposal generation, product selection and quarterly performance reporting.
The integration simplifies a complicated and multi-step process. It saves valuable time and increases back office efficiencies. With this integration, eMoney subscribers and their teams can select from broadly diversified investment portfolios, easily generate proposals and performance reports - on one platform, with one logon.
"As an open architecture platform, we are free to select integration partners based on the quality and uniqueness of their offerings. Brinker Capital has an diversified product mix, excellent advisor support services, and leading technology. This integration will help advisors serve clients more efficiently and remove some major pain points they currently experience," states Edmond J. Walters, CEO and founder, eMoney Advisor, LLC. "This is all about creating a more positive experience for advisors and their story," according to Lee Dolan, Principal and National Sales Director, Brinker Capital. "The ability to access all the investment and firepower of Brinker Capital and eMoney represents a real advance in practice management."
ABOUT EMONEY ADVISOR, LLC:
eMoney Advisor, LLC, based in Conshohocken, Pennsylvania, provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better serving of a client's needs. eMoney's suite of tools is used by leading financial services firms around the country, including such well-known names as TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services among others.
ABOUT BRINKER CAPITAL:
Brinker Capital, Inc. is a leading independent investment management firm which provides managed account investment programs to individual and institutional investors through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Visit Brinker's website at http://www.brinkercapital.com.
SOURCE eMoney Advisor, Inc.
eMoney Advisor, Inc.
CONTACT: CONTACT: Suzanne Bergin, Bergin Communications, +1-484-947-5782, sue@bergincommunications.com
Web Site: http://www.emoneyadvisor.com