Broker/dealer Lincoln Investment has partnered with eMoney Advisor to offer financial planning solutions to its adviser network. Lincoln now offers its advisers five technology packages, three of which include eMoney.
For advisers looking to streamline their planning process, eMoney offers tools providing needs analysis, goals-based planning, cash flow planning and estate planning, among other advanced planning capabilities. These technology packages sit atop the eMoney client portal, allowing advisers’ clients to have real time access to their complete financial picture and to track their progress toward their goals.
In addition, all eMoney packages include Office Analytics and Advisor Assurance. The former enables advisers to identify growth opportunities, improve their performance and personalize client experiences using data driven insights. Advisor Assurance provides office level compliance data that captures account changes, event logs, client presentations and more.
“Lincoln Investment has worked for the past three years to invest in their adviser/client facing technology,” says Denis Houser, senior vice president for business development at the firm. “We believe that eMoney is an important part of our technology offering to our advisers and a powerful tool to help them enhance client relationships through financial planning and maintain them through the client portal. eMoney also provides integration with other top industry tools in our technology offerings, which was important to us. Technology is always changing, and we believe that eMoney understands the importance of that.”