Close Close

Financial Planning > Behavioral Finance

EMoney Advisor To Offer Extra Image Storage

Your article was successfully shared with the contacts you provided.

NU Online News Service, June 17, 2003, 11:12 a.m. EDT – EMoney Advisor Inc., Conshohocken, Pa., says it will be letting advisors that use its AdvisorPlatform financial planning system rent 200 megabytes of extra Web-based client image storage space for $500 per year.

Advisors that use the planning system already get 200 megabytes of storage space for each group of 10 clients.

EMoney originally expected clients to scan in copies of legal and financial documents, but it says clients are also using the system to store copies of items such as medical records, passports and home appraisals.