In its second major announcement of new client software portals in the past few months, InTrust Advisors announced the rollout of the emX Pro platform from eMoney Advisors.
According to Jeff Diercks, Managing Director, “the emX Pro platform allows us to do two things. First provide our clients with a world-class digital wealth portal where they can see their financial lives and holdings in one place and that is updated continuously.”
“Secondly it provides a world class financial planning platform, whereby, we can use that updated client information to make real-time financial decisions with the client, including looking a various scenarios and their chances of success on the fly.”
“This is yet another powerful tool that allows us to serve our clients better and allows them to have access to world class technology anywhere and on any device they choose to use,” continued Jeff Diercks.
InTrust Advisors hopes to have this tool rolled out to all its clients by the end of the current quarter.
InTrust Advisors announced that they have rolled out the ModestSpark portfolio monitoring, performance and communication platform to its clients.
According to Jeff Diercks, Managing Director, “ModestSpark provides an integrated wealth reporting, document management and digital service platform for our clients that integrates with our existing portfolio management system.”
He went on to say “ModestSpark is very visual, integrated and powerful. It allows our clients to view their account and performance information on the go and from any desktop, handheld or mobile device.”
“We are very excited to roll out this client reporting enhancement. This is just the first of two client portals we will be releasing in Q1 2016.”