eMoney Advisor to Offer Free Financial Planning

The firm says it hopes to help clients and participants during the coronavirus pandemic.

eMoney Advisor is planning to make its financial planning platform, marketing solutions and educational resources more accessible to advisers. The firm says it is doing this to help advisers serve clients better as they face a bear market, unemployment and general uncertainty. It will make these resources available to new clients for free for three months.

In addition, new users, as well as current clients, will receive access to eMoney’s digital marketing solution, Advisor Branded Marketing (ABM). The firm has also created other resources, including webinars, blog posts and other communications that offer examples of how advisers should be communicating with their clients to strengthen relationships.

“We believe in the power of holistic planning and know advisers who deliver planning-led advice are better positioned than those who do not, especially during times of market volatility and disruption,” says eMoney CEO Ed O’Brien. “We remain deeply committed to providing our 70,000 clients—and the industry—with the tools they need to deliver exceptional client experiences and overcome these unparalleled challenges and hope that even more advisers adopt planning moving forward.”

eMoney is making ABM available in phases between April 8 and April 15, with access lasting through July 15.

To sign up for these services, click here.