eMoney 360 pairs needs analysis with a complete client experience. The system utilizes best of breed technology to reduce the amount of time that advisors spend servicing accounts – sending notifications and dealing with paperwork – so they can focus on providing advice to clients. This streamlined functionality actually makes it perfect for handling more accounts, since they often require just as much time for administration as those of the high net worth clients.

eMoney 360, brings much of the same robust functionality available in eMoney 360 Pro to a mass-affluent or middle-class audience. This system is ideal for financial advisors who are transaction-based or for stockbrokers, attorneys or CPAs wishing to enhance their client relationships by offering basic financial advice.

eMoney’s software was built by advisors, for advisors, and places an emphasis on mirroring the way that advisors actually work with their clients. The system is designed to improve advisors' efficiency and enhance their client relationships by providing tools to both comprehensively manage their clients' wealth, provide for their client’s goals and enhance their relationship.

Both eMoney 360 and eMoney 360 Pro are comprised of the following features:

  • Customer relationship tools
  • Needs analysis and
  • Portfolio management tools

The interactive platform provides alerts and alarms; aggregation and customized reporting capabilities; and an online storage capability that enables advisors to help their clients keep track of valuable documents, such as wills, insurance policies, and property titles. In addition, a Client Profile Grid highlights areas of concern or opportunities across the entire client portfolio, enabling users to position themselves as the primary, trusted advisor.

AdvisorMarketing is designed to help advisors better market and sell their wealth management services, resulting in increased wealth management/planning fees and greater assets under management. These marketing tools include customized CDs, brochures, Web links and on-site sales and marketing training sessions.

"Office 365" refers to subscription plans that include access to Office applications plus other productivity services that are enabled over the Internet (cloud services), such as Lync web conferencing and Exchange Online hosted email for business, and additional online storage with SkyDrive and Skype world minutes for home.

Many Office 365 plans also include the desktop version of the latest Office applications, which users can install across multiple computers and devices. The Office 365 plans that are online-only are a great choice for certain business needs, and they are compatible with desktop versions of the latest version of Office, Office 2010, Office 2007 (with slightly limited functionality), Office 2011 for Mac, and Office 2008 for Mac.

All Office 365 plans are paid for on a subscription basis, monthly or annually.

"Microsoft Office" is the name we still use for our familiar productivity software. Office suites have traditionally included applications such as Word, Excel, PowerPoint, and Outlook. All the new Office suites (for example, Office Standard 2013) include the latest versions of these applications. These suites can be installed on only one PC and do not come with any cloud-based services included in Office 365.

"The cloud" is a friendly way of describing web-based computing services that are hosted outside of your organization. When you use cloud-based services, your IT infrastructure resides off your property (off-premises), and is maintained by a third party (hosted), instead of residing on a server at your home or business (on-premises) that you maintain. With Office 365, for example, information storage, computation, and software are located and managed remotely on servers owned by Microsoft. Many services you use every day are a part of the cloud—everything from web-based email to mobile banking and online photo storage. Because this infrastructure is located online or "in the cloud," you can access it virtually anywhere, from a PC, tablet, smartphone, or other device with an Internet connection.

You can track Monthly Submissions, Total Submissions, Submissions by State, Average Client Net Worth, and Average Client Age.

There are two ways to use the Data Replay feature, both of which require starting with the Import/Continue button found on the first screen of your personalized PreciseFP™ page. The first method involves you emailing your client a copy of the encrypted PDF so that your client can then upload the PDF to your web page at PreciseFP.com (you will need to provide the password you specified in the Advisor Dashboard for encrypted PDF questionnaires). The second method, which is also easiest for the client, involves you uploading the PDF questionnaire, selecting Save and Continue Later (button located on the top, left-hand corner of PreciseFP™), and sharing the unique client-specific password with your client. Your client can then simply visit your PreciseFP™ page and enter this password via the Import/Continue button.

The Advisor Dashboard is, as the name suggests, for you, the advisor. It is where you set your personal information to appear on your questionnaire (picture, contact information). It is also where you will find the link that you will need to send to your clients so that they can access your questionnaire. Using the Advisor Dashboard will also allow you to indicate the recipient(s) of completed questionnaires. You can also retrieve up to 100 of the last questionnaires submitted. The Advisor Dashboard also contains statistical information on the clients who have submitted questionnaires. These statistical measures can allow you to keep track of the kind of client you currently serve and how that might have changed vs. a historical perspective.

Though Founders Members receive special pricing on website builds through Advisor Products, they can also utilize Advisor Products’ other marketing services which include collateral, newsletters, branding services, and more.

AdvisorVault and the facility and processes of the facility where it is hosted have security and redundancy aspects built-in. Basic knowledge of information technology is assumed.

Datacenter security

AdvisorVault is hosted at a private data center facility with the attributes listed below:

  • SAS 70 Type II compliant data center (see http://www.sas70.com/about.htm for more information on SAS 70).
  • On site data center staffed 24/7
  • Power redundancy – Redundant Feeds + Redundant UPS + Diesel Generators
  • Internal and external video surveillance
  • Biometrics fingerprint scan required for physical access
  • Photo Identification required to enter premises

All work is under video surveillance and requires escort

Network Security

The security attributes of the network on which AdvisorVault resides are listed below:

  • Dual Redundant firewalls with web, authentication and database servers in isolated subnetse
  • 24/7 application monitoring
  • Daily backups with Offsite storage

System Security The security attributes of the systems on which AdvisorVault resides are listed below:

  • Web servers utilize SSL 256-bit encryption for all activities ( login, vault user interfaces, upload and download)
  • Uploaded files are encrypted
  • Files are only decrypted when delivered to the end user

Fault Tolerance and Backup

The fault tolerance attributes of the systems on which AdvisorVault resides are listed below:

  • Load balanced dual web servers.
  • Database server is replicated to backup database server in real time.
  • Redundant firewalls and switches.
  • Daily backups to tape with offsite storage.

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