Conshohocken, Pa. (Oct. 14, 2003) -- Accounting firm consolidator Century Business Services announced Tuesday that it has chosen eMoney Advisor to offer its financial planners a Web-based planning tool.
The AdvisorPlatform offers an aggregated view of a client's financial portfolio, allowing planners to identify strengths and weaknesses in asset allocation, keep accounts up to date, and monitor significant changes in portfolios.
"eMoney's AdvisorPlatform provides a unique opportunity for us to deliver a comprehensive planning and information platform to our clients who have no yet had the advantage of a single source of financial advice and information," said CBiz chief executive Steve Gerard.
CBiz provides outsourced business services to small and medium-sized businesses throughout the U.S. It was ranked No. 9 on Accounting Today's list of 2003 Top 100 firms.
-- WebCPA staff
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