NU Online News Service, Aug. 17, 2004, 3:09 p.m. EDT
The Ameritas Acacia Companies, Lincoln, Neb., has agreed to use the new AdvisorPlatform financial planning system from eMoneyAdvisor Inc., Conshohocken, Pa.[@@]
Ameritas Acacias has been testing the system in 3 offices and now wants to use the system in its other offices, eMoneyAdvisor says.
The system gives advisors information about clients’ portfolios. The system also includes a variety of tools for analyzing portfolios and feeding data to personalized client Web pages.