Business Transformation | 10.06.26
eMoney Advisor Launches Digital Assessment Tool To Engage Prospects
by: Dinah Wisenberg Brin
eMoney Advisor launched Financial Assessment, a digital tool designed to help advisors engage prospects and retirement plan participants earlier. The self-guided, one-page assessment takes minutes to generate a personalized snapshot of spending, education, retirement and other financial priorities. Advisors can use the results to identify concerns, uncover planning needs and demonstrate value early in the relationship. eMoney says the tool is particularly relevant as consumers increasingly use AI for financial questions but need help applying general information to their circumstances. The tool is available to all premium client portal users.
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