Conshohocken, PA (ContentDesk) August 10, 2005 — eMoney Advisor, a leading provider of comprehensive wealth and goal planning solutions, today announced that it has more than $50 billion in assets being administered by its AdvisorPlatform on a daily basis. Assets administered by the AdvisorPlatform have doubled since July 2004 when the company reached the $25 billion mark. The number of advisors and their clients on the system has climbed dramatically in the past eighteen months with a 140% increase in advisors and 118% increase in clients.
The stickiness’ of the AdvisorPlatform is one of its primary assets.”"Today’s a tipping point for the company I believe that we will continue to show increased growth as client demand for our versatile, sophisticated, customized solution increases.”About eMoney AdvisoreMoney’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.
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 24/7 access to their updated, aggregated financial information, an online document storage Vault for their legal and financial documents, and tracking of their frequent flier mileage and other point programs.


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