eMoney Advisor Launches Foundational Planning, a New Scalable Planning Solution Designed to Create More Plans for More Clients

Posted at 9:54 AM, Feb 20, 2019
and last updated 2019-02-20 09:54:20-05

RADNOR, Pa.--(BUSINESS WIRE)--Feb 20, 2019--eMoney Advisor (eMoney), a leading provider of wealth management solutions, today launched Foundational Planning, the newest planning solution available on the eMoney platform. Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform.

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Foundational Planning starts with a streamlined data gathering process using step-by-step workflows and modular planning focused on retirement, education and spending goals that, when combined, build a holistic plan. It also provides an interactive and engaging client experience with side-by-side scenario planning, including Monte Carlo-based results. And as client relationships mature and their needs change, advisors can seamlessly transition to using an even more comprehensive planning solution built on the same engine that powers eMoney’s Advanced Planning tools, eliminating the need for multiple planning technologies.

“Foundational Planning streamlines the planning process and promotes meaningful discussions focused on clients’ life and wealth goals through easy-to-create, easy-to-understand plans,” said Jess Liberi, head of product at eMoney. “It serves as a valuable tool for advisors who are looking to provide a full spectrum of planning options to their clients or those who are just beginning to incorporate planning into their services.”

Planning continues to be a differentiator for today’s most forward-thinking, tech-savvy and nimble advisors, otherwise known as FlexGen Advisors SM. According to the 2018 FlexGen Advisor Research Study1, these advisors cite planning as a viable way to differentiate their practice (91%) versus their peers (69%) and more frequently provide clients with an interactive experience (82%) than their peers (47%). And they are seeing results. FlexGen Advisors reported, on average, a 24 percent annual increase in AUM in compared to their peers who saw a 14 percent increase.

Brad Arends is co-founder and CEO of intellicents, a financial services firm dedicated to helping the “other 99 percent of Americans” make their dreams real. A power-user of eMoney, Arends will be one of the first eMoney clients to use Foundational Planning.

“I am really excited to start using Foundational Planning because it will provide us with an easier way to show these clients that their goals of protecting their family, sending their kids to college and retiring are achievable,” said Arends.

For more information about Foundational Planning or to sign up for demo, visit

12018 Fidelity Financial Advisor Community – FlexGen Study; eMoney collaborated with Fidelity on the development of the survey used in the study.

About eMoney Advisor

eMoney Advisor, LLC (“eMoney”) is a leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s solutions enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 700 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for more than 50,000 financial professionals and 3 million end-clients nationwide. For more information, please visit:

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Nicholas Koulermos

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SOURCE: eMoney Advisor, LLC

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PUB: 02/20/2019 09:54 AM/DISC: 02/20/2019 09:54 AM