eMoney Advisor, a web-based wealth management and financial planning firm, and Brinker Capital, an independent investment management firm, have developed an integrated platform for wealth management, financial planning, proposal generation, product selection and quarterly performance reporting.
With this integration, eMoney subscribers and their teams can select from diversified investment portfolios and generate proposals and performance reports by signing onto one platform.
“This integration will help advisers serve clients more efficiently and remove some major pain points they currently experience,” said Edmond J. Walters, CEO and founder, eMoney Advisor.
eMoney Advisor, LLC, based in Conshohocken, Pennsylvania, provides a suite of web-based wealth-planning tools that offer an aggregated view of a client’s financial portfolio. Brinker Capital, Inc. provides managed account investment programs to individual and institutional investors through financial advisers.