|
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.
0 Comments
Your comment will be posted after it is approved.
Leave a Reply. |
Archives
July 2017
Categories
All
|
RSS Feed
|
|
P.O. BOX 10618 / TAMPA, FL 33679-0618 / 813.253.2388
INFO@INTRUSTADVISORS.COM
© 2016 InTrust Advisors, Inc. All Rights Reserved
INFO@INTRUSTADVISORS.COM
© 2016 InTrust Advisors, Inc. All Rights Reserved
InTrust Advisors only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Follow-up and individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
