Ameritas Acacia Selects eMoney Advisor for Financial Planning Software
Ameritas Acacia, a diversified financial services company, and its broker/dealer, Ameritas Investment Corp., selected eMoney's AdvisorPlatform as their financial planning system. EMoney Advisor's AdvisorPlatform is a Web-based wealth-planning tool that offers an aggregated view of a client's financial portfolio. It allows advisers to manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date and monitoring significant changes in their clients' financial status. Already implemented in Florida, Maryland, and Arizona, Ameritas will roll out the eMoney system to several other locations in the next six months.