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August 30, 2019updated 03 Sep 2019 3:20pm

eMoney adds new functionality to Foundational Planning platform

eMoney Advisor, a US-based financial planning firm, has added Life Insurance Gap Analysis module to its Foundational Planning platform.

The newly added feature will enable financial advisers to assess customers’ life insurance needs.

It will also enable life insurance agents to collaborate with prospective customers and answer their queries.

The addition of Life Insurance Gap Analysis to Foundational Planning further supports the existing insurance capabilities available in its Advanced Planning solution, said eMoney.

The two solutions, which forms part of eMoney’s portfolio of planning platform, are available for large firms and entities that are planning to expand planning across their organisation.

The solutions can also be accessed by the insurance agents who are looking to establish planning-led relationships with more customers.

eMoney head of product Jess Liberi said: “With almost 50% of households stating that they would be impacted by the loss of their primary wage earner in just six months1, we’re committed to developing products that help people achieve financial peace of mind, no matter what happens.

“With a planning-led approach, advisors are better suited to answer difficult questions from clients such as whether or not their families will be taken care of in their absence.”

eMoney platform are being used by over60,000 financial professionals to provide services to approximately four millions American families.

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