The EMoney Advisor has announced its new service that gets integrated with Outlook named as emoney Outlook. Emoney advisor is a pioneering company responsible for delivering quality wealth and advanced financial management solutions for the financial counselors. Packed with 7.0 version of Outlook by Microsoft, this new plugin will keep updated the advisors and clients alike all the time live.
With this plugin, important and updated financial information gets shown whenever an advisor receives and opens up the email containing this information. It has a lot of features like the client’s investments, financials and insurance services & products, along with the ranking based on client’s net asset value, AUM and the investable assets value. The advisor has access on his fingertips to a variety of financial information and reports such as the balance sheet, the profit and loss statement, cash flow statement, and asset allocation reports etc.
Edmond J. Walters who is the CEO and creator of eMoney AdvisorCompany was very excited stating that this little plugin would work on saving great deals of time for the financial advisor while having both programs e money and outlook integrated at one place. Adding to it he also expressed that advisors would now have access to the required information whenever, and wherever they want thereby allowing them to engage in professional discussions with the clients by responding quickly.
Under the umbrella program named “eMoney Everywhere”, the latest add-on in this program is the eM0ney for Outlook. The “eMoney everywhere” assimilates wireless, CRM, office, and manyfamous advisorysoftware that is based on the award-winning desktop software application of the company. The program is small yet powerful to deliver all financial related information of the client on the desktop software.