Nationwide and eMoney Advisor offer comprehensive financial planning software
Advisors can scale financial planning across their firms, elevate the client experience and grow their business using eMoney Advisor’s software
Columbus, OH - Nearly 30% of advisors say adding new technology will be the most important thing they can do to enhance the profitability of their practice, according to Nationwide’s seventh annual Advisor Authority study, powered by the Nationwide Retirement Institute. Now, a new relationship between Nationwide and eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, is here to help.
Founded in 2000, eMoney offers both goal-based and cash-flow based analysis and financial projections for advisors and financial professionals. The software easily analyzes and identifies opportunities for growth, as well as streamlines compliance efforts through the documentation and archival of key client interactions to manage risk.
“Adopting technology tools is imperative for advisors and financial professionals to create back-end efficiencies, deliver a customized client experience and develop personalized, holistic financial plans,” said Rona Guymon, Senior Vice President of Nationwide’s Annuity Distribution team. “Our new alliance with eMoney gives advisors and financial professionals the tools they need to demonstrate the value of lifetime income and seamlessly integrate a guaranteed income solution into a client's holistic financial plan.”
eMoney also provides access to digital marketing technology designed to deepen and grow client relationships. This includes automated campaigns, social sharing, marketing analytics, email scheduling and eMoney marketing materials.
“This partnership reflects the trending shift to holistic full-spectrum and planning-led advice and speaks to the fundamental role insurance and annuities can play in comprehensive financial planning,” said Leslie Knotts, Vice President and Head of Client Engagement and Adoption at eMoney. “We continue to observe top tier providers leveraging our platform in novel ways and throughout the client life cycle – beginning with prospecting and portfolio management and ultimately expanding the dialogue around financial wellness, to broaden and deepen the client relationship and achieve better outcomes over time. It is a privilege to serve as a partner in this process and we are deeply committed to it.”
Nationwide has a team of dedicated resources to help advisors and financial professionals leverage eMoney to integrate practice management strategies and Nationwide solutions into their practice and their holistic financial planning process. To learn more, advisors and financial professionals can call their Nationwide wholesaler or contact firstname.lastname@example.org.
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities, mutual funds and ETFs; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 98,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
Nationwide and eMoney Advisor are separate and non-affiliated companies.
Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio
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