eMoney Advisor in Top Quartile of Retirement Income and Distribution Planning Software According to Independent Research Firm

eMoney One of Three Top-Rated Software's According to Report

eMoney Advisor in Top Quartile of Retirement Income and Distribution Planning Software According to Independent Research Firm

CONSHOHOCKEN, Pa., March 25 /PRNewswire/ -- eMoney Advisor, (http://www.emoneyadvisor.com), a leading provider of comprehensive wealth and goal planning solutions for financial advisors, today announced that its 360 and 360Pro software was rated in the top quartile based on breadth of functionality and advanced technology by Celent in its Retirement Income and Distribution Planning report published February 2008 by Robert J. Ellis. eMoney's software was one of three rated in the top quartile among 15 overall services evaluated. The report scrutinized each based on level of advanced technology, breadth of functionality, customer base, and depth of client services.

According to the report, as many as 73 million baby boomers will be entering retirement over the next few years, which will put $19 trillion worth of assets into the financial arena. The report focuses on the importance of having retirement planning and distribution planning tools that support the financial advisors quest to guide clients through challenging retirement decisions.

"Our tools are built by advisors and for advisors. This gives us unique insights into what today's clients are really looking," explained Edmond Walters, Founder and CEO, eMoney Advisor. "We are delighted to be recognized by Celent as a top-tier retirement planning tool," he added.

The eMoney 360 and 360Pro software allows financial advisors to supply all-inclusive planning for both affluent and high net worth clients. In addition to the Retirement Income Planning Module, the software includes a dynamic interview process, full financial planning capabilities, Modular Needs Analysis now in 11 categories, Mandatory Spending vs. Guaranteed Income Analysis and Asset Allocation. Advisors can provide clients with all of this information online, on paper or directly to their PDAs and phones.

"One product the eMoney system handles exceptionally well is annuity ladders," Ellis said. "Annuities are visited early in the planning process as clients consider whether their sources of 'guaranteed income' are sufficient when compared to basic expenses."

eMoney's suite of tools are used by leading financial services firms around the country, including such well-known names as AIG Advisor Group, Asset Mark Investment Services, Commerce Bank, First Trust Bank, The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, Mercantile Bank, New York Life, National Life Group, Northern Trust, Principal Financial and Securian Financial Services, among others.

About eMoney Advisor

eMoney Advisor, (http://www.emoneyadvisor.com) based in Conshohocken, Pennsylvania is a wholly-owned subsidiary of Commerce Bancorp NYSE: CBH. eMoney's suite of tools is an award-winning, web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. With the suite of tools, advisors can proactively 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.

Website: http://www.emoneyadvisor.com/




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