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Financial Planning > Behavioral Finance

Kestra Will Offer eMoney Advisor’s Platform to Its Indie Advisors

By Michael S. Fischer

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Kestra Financial Inc., an independent advisor platform, announced last week that it has partnered with eMoney Advisor, a wealth planning software company, to expand its integrated technology platform.

Starting in the April-to-June quarter, Kestra Financial will roll out an integrated client portal and financial solution powered by eMoney’s wealth management technology. All advisors affiliated with the firm will have direct access to trading and account level details with a single sign-on.

EMoney’s client portal will offer clients of Kestra Financial advisors a real-time, on-demand financial experience aimed at strengthening relationships and keeping advisors at the forefront of digital trends.

The platform includes self-registration and onboarding, mobile web access, account aggregation and organization and unlimited, secure document storage.

The partnership “will allow our advisors access to a state-of-the-art technology experience that will be a huge value-add for their clients,” Kestra’s president and chief executive, James Poer, said in a statement.

This has been a busy three months for Kestra. In December, the firm said it had completed its acquisition of H. Beck from Securian Financial Group, adding H. Beck’s roughly 600 advisors to its stable of some 1,700 independent advisors.

It followed this announcement with the appointment of industry veteran Michelle Barry as H. Beck’s new president.

Last month, Kestra Financial hired Kris Chester, a Wells Fargo Bank alumna, as its new chief operating officer.

“We selectively partner with sophisticated, upstream advisors and are committed to helping them deepen their relationships with clients,” Poer said.

“Our upgraded platform — powered by eMoney — will allow our advisors to build even more collaborative relationships as they attract, retain and engage with their clients.”

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