eMoney Advisor has a new wealth management product called eMoney 360.
Processing Content
It provides financial advisers serving the mass affluent with a "suite of tools to enhance their client relationships," said eMoney, a Conshohocken, Pa., subsidiary of Commerce Bancorp Inc. of Cherry Hill, N.J.
The tools are designed to assist in areas such as retirement income planning.
They include a digital vault for customers to store documents, data aggregation, a personal client home page, and financial alerts and alarms.
The product was announced Wednesday. eMoney also announced Wednesday that it has replaced its eMoneyAdvisor Platform with eMoney 360Pro.
