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October 10, 2018 at 03:10 PM
eMoney Advisor has announced the launch of a new planning solution, Foundational Planning, available on the eMoney platform.
Foundational Planning, according to eMoney, provides a single-platform solution that can help large firms and enterprises looking to extend and scale planning across their organization and helps individual advisors establish planning-led relationships with more clients, offering an incremental, modular approach to planning.
The creation of a financial plan is regarded as complex and time consuming, with 72% of advisors saying in a 2017 Cerulli study that doing so is “a long and tedious process,” according to eMoney. Foundational Planning lets advisors meet a range of planning needs while also streamlining the process of plan creation.
Foundational Planning will be generally available in January of 2019. It offers a goals-based planning approach with its main focus on retirement, education, spending goals and asset allocation. Life insurance analysis will be added later in 2019.
