RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning tool aimed at simplifying financial conversations between advisors and their clients. Designed for single-goal discussions, the tool helps financial professionals address essential planning topics such as retirement, education, and spending, making financial planning more accessible to mass market and mass affluent clients.
The improved Needs Analysis tool provides a streamlined end-to-end workflow, guiding advisors from data entry to delivering clear and impactful summaries. This efficiency enables advisors to quickly generate strategies tailored to their clients’ goals, whether it’s saving more, spending less, or exploring alternative scenarios, without disrupting the flow of the conversation.
By focusing on single-goal planning, the tool meets a key demand for clients who want targeted advice while creating opportunities for deeper engagement over time. The system serves as an initial entry point for clients, allowing advisors to build interest in more comprehensive planning services as financial needs evolve.
Looking ahead, eMoney’s roadmap for the feature includes topics such as life insurance, annuity income, long-term care, and debt reduction. Life insurance is set to launch soon, continuing the tool’s development to align with the changing financial priorities of clients.
Initially integrated across all eMoney packages, the enhanced Needs Analysis feature is positioned to support advisors in reaching a broader client base, fostering conversations at any stage of a client’s financial life. By addressing targeted goals and facilitating real-time insights, this innovation marks a significant step in empowering financial professionals to deliver scalable and effective advice.
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