PASADENA, Calif., Aug. 1, 2019 /PRNewswire-PRWeb/ -- WIS launched their integrated client portal and financial planning tool powered by eMoney's industry-leading wealth management technology earlier this year. More than 500 advisors affiliated with WIS are offered direct access to trading and account level details with easy access, single sign-on coupled with a constantly improving client experience.
eMoney's industry-leading client portal offers the clients of WIS' advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.
"Advisors' jobs are more challenging than ever before. eMoney's wealth management technology enables advisors to exceed their clients' high expectations efficiently and effectively," said Stephen Langlois, Head of Business Development at eMoney. "Western's advisors find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses."
About Western
Western International Securities, Inc. (WIS) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service. Headquartered in Pasadena, California, Western is widely recognized as a truly unique independent broker dealer in the industry, offering an independent experience with no proprietary products. The firm supports more than 500 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. For more information about WIS, please visit http://www.wisdirect.com.
About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. Developed and perfected by more than 600 passionate, innovative and dedicated employees in three locations, eMoney's solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide.
For more information, please visit http://www.emoneyadvisor.com.
SOURCE Western International Securities
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