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Financial Planning > Trusts and Estates > Estate Planning

Keystone State Firm Updates Money Management Tool

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NU Online News Service, March 14, 2005, 2:39 p.m. EST

EMoneyAdvisor Inc., Conshohocken, Pa., has released a new version of an advisory firm administration system.[@@]

The new product, AdvisorPlatform Version 4.0, offers new estate planning techniques, help with developing goals and more flexible rules for sharing data.

One new feature will let advisors offer special data access accounts designed for assistants, planners and alliance partners, eMoneyAdvisor says.

The company released the previous version of the product, AdvisorPlatform Version 3.5, in 2004.


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