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Nationwide and eMoney Advisor partner to offer comprehensive financial planning software

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 fintech@nationwide.com.

Nationwide and eMoney Advisor are separate and non-affiliated companies.

Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio

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