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eMoney Advisor goes iPhone

Categories: Applications, iPhone
By: , IntoMobile
Thursday, December 18th, 2008 at 10:22 AM

Here’s yet another proof iPhone is not just a consumer-focused device. As part of its eMoney Everywhere program, provider of wealth and goal planning solutions for financial advisors, eMoney Advisor, is “going iPhone” with the release of eMoney Mobile for iPhone and iPod Touch. The new application provides licensed advisors and their clients access to eMoney’s 360 & 360 Pro software suite on-the-go.

From the press release:

eMoney Mobile for iPhone allows clients to access their updated financial accounts, view important documents stored in their encrypted Vault, collaborate directly with their financial advisor, and see other personal data including their advisor list, cash flow, balance sheet and more.

With eMoney for iPhone, Advisors can pull up their entire client list and see up-to-date financial information for any of their clients. They are also able to stay completely connected to their client’s data when on the go. And although an eMoney license is required to use this software application, there is no additional fee for iPhone access.

Commenting on the announcement, eMoney Advisor’s Jon Wagner said: “We are excited to provide advisors and clients iPhone access to their pertinent financial data wherever they go… Expanding our software solutions via the Apple AppStore is another excellent way eMoney provides seamless access to our advisors and their clients.”

Finally, if you want to give eMoney Advisor a try, here’s a link from where you can grab it (iTunes).

About The Author

Dusan Belic

Dusan has been using smartphones since their introduction and is now following the latest trends in the industry. The "convergence" is what he's most excited about, and writing about it is the next logical thing to do. He thinks that using a smartphone is what everyone who cares about their time should do. In addition to his interests in mobile phones, Dusan also loves to experiment with the latest web and mobile 2.0 services. The idea of accessing and managing your information from any device no matter where you are simply amazes him. Whether it's an online to-do list, note taking service or a video sharing social network, he's there to try it out. He admits though, he's still searching for the ultimate web-based organizational tool, which "sings" perfectly with the mobile PIM application. Dusan used to run SymbianWatch.com which later became part of IntoMobile. He lives in Serbia, South-East Europe, from where he edits the site on a daily basis.