Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Financial Planning > Trusts and Estates > Estate Planning

Keystone State Firm Updates Money Management Tool

X
Your article was successfully shared with the contacts you provided.

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.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.