As more advisors — and their clients — count on being able to work and have access to data anywhere, anytime, wealth management firms are looking for ways to give them better online tools to do so. Genworth Financial Wealth Management is the latest firm to announce an upgrade to its online platform, eWealthManager.
“The goal of the new eWealthManager is to help advisors maximize their time, so they can concentrate on interactions with clients,” says the firm’s president and CEO Gurinder Ahluwalia. Advisors already using the platform provided the input that helped the firm design the newly upgraded site, he says.
The site also features an extensive practice management section — a new area that will allow advisors to track critical information about their individual practices, Ahluwalia notes.
The new eWealthManager site’s features include a way for advisors to get a snapshot of their overall practices. The site also enables advisors to view performance of individual portfolio strategists in Genworth Financial Wealth Management’s various asset allocation approaches, to host secure meetings and to understand clients’ activity on the site.
Danielle Reed writes for Financial Planning.