Editions   North America | Europe | Magazine

WhatTheyThink

eMoney Advisor and Mimeo.com Partner

Press release from the issuing company

CONSHOHOCKEN, Pa., and NEW YORK  -- eMoney Advisor, a leading provider of advanced wealth and goal planning solutions for financial advisors, has partnered with Mimeo.com, a leader in on-demand printing, binding, and distribution, to offer financial advisors a one stop shop for professional printing and marketing services. eMoney subscribers now have an end to end solution for the creation, printing and distribution of portfolio reviews, financial reports, and other business documents and can also order client focused marketing materials 24/7, via a new online virtual storefront.

eMoney and Mimeo.com's integrated service gives advisors quick access to professional printing services at a significantly reduced rate. eMoney subscribers access the service from inside the system where they can select from multiple print options including ink color, paper stock and finish, and binding options. They can also establish setup preferences, track the progress of their order, and even have it sent overnight for delivery to their office the very next day.

"We are very pleased to be partnering with Mimeo.com," stated Edmond J. Walters, CEO and founder, eMoney Advisor, Inc. "The Mimeo.com platform will be a real boon in helping our users increase back office efficiencies - saving them two very precious commodities, time and money. Plus they were the only company that could meet our quality standards, kitting, warehousing and next day turnaround requirements."

"Just like so many of our customers, financial planners understand that the strain that putting together printed documents puts on their work day," stated Adam Slutsky, CEO of Mimeo.com. "By using Mimeo.com financial advisors will be able to deliver higher quality documents, focus solely on their core job responsibilities, and leave the printing to us."

Additionally, eMoney's new virtual storefront, available on Mimeo.com, houses a broad array of professional marketing materials created by eMoney's own AdvisorMarketing. With no minimum requirements, Advisors can now shop for affordable and professional marketing materials at anytime from anywhere.

Mimeo.com is the latest partner to join the eMoney Everywhere program. The eMoney Everywhere (SM) program integrates CRM, wireless, office and other popular advisor tools with eMoney's award winning web-based applications creating the ultimate advisor desktop. eMoney Everywhere leverages web services, common architectures, and industry standard file formats to allow for data integration between eMoney 360 and 360Pro with other tools. The flexibility and timesaving benefits of the eMoney Everywhere program provides advisors with a full financial desktop translating into better workflow and the delivery of enhanced client service.

WhatTheyThink is the official show daily media partner of drupa 2024. More info about drupa programs