Conshohocken, Pa. (Feb. 26, 2004) -- EMoney Advisor has released the latest version of its Web-based AdvisorPlatform planning software, which includes the ability to get live client net worth statements nightly that advisors can submit to banks on behalf of clients who need to verify their assets quarterly for lines of credit.
The feature is one that eMoney chief executive Edmond Walters said several CPA clients had requested. "CPAs can now get their clients’ net worth statement in a format banks will accept in minutes," Walters said.
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