CBIZ Selects eMoney Advisor for Wealth Management Services; AdvisorPlatform to Support New Wealth Management Services Offering.Business Editors/High-Tech Writers CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Oct. 15, 2003 Platform Provides Online Comprehensive Wealth Planning Capabilities for National Rollout eMoney Advisor, a leading provider of holistic wealth planning and management solutions, today announced that Century Business Services, Inc. ("CBIZ CBIZ Century Business Services Inc. ")(Nasdaq: CBIZ), a major provider of outsourced business services to small and medium-sized companies throughout the country, has selected eMoney's AdvisorPlatform(TM) to support its new Wealth Planning initiative. The new initiative is designed to leverage CBIZ's tax services, estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the , insurance and investment services into a single source of financial advice. eMoney has already completed a rollout of the AdvisorPlatform to four of CBIZ's locations - Denver, Kansas City Kansas City, two adjacent cities of the same name, one (1990 pop. 149,767), seat of Wyandotte co., NE Kansas (inc. 1859), the other (1990 pop. 435,146), Clay, Jackson, and Platte counties, NW Mo. (inc. 1850). , Washington DC and Philadelphia. "eMoney's AdvisorPlatform provides a unique opportunity for us to deliver a comprehensive planning "Comprehensive Plan" is a term used by land use planners to describe a set of goals and policies developed by a municipality to accommodate future growth. Typically the comprehensive plan will look at estimated growth within a specific time period, for example, 20 years. and information platform to our clients who have not yet had the advantage of a single source of financial advice and information," said Steve Gerard, Chairman and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Century Business Services, Inc. "With eMoney Advisor, we have a significant opportunity to introduce a new service to our clients that will provide greater benefit to them and allow us to create deeper, more valuable relationships. We've already seen extremely positive feedback and interest in the cities where this has been implemented." eMoney's AdvisorPlatform provides financial advisors with a Web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. With the AdvisorPlatform, advisors can proactively manage their client relationships by identifying strengths and weaknesses in asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. , keeping accounts up-to-date, and monitoring significant changes in their clients' portfolios. The AdvisorPlatform also includes a Client Financial Home Page, which allows clients to monitor their financial status from anywhere at anytime. "We are very excited to be working with a firm like CBIZ and supporting their efforts to better serve their clients' needs," said Edmond Walters, CEO of eMoney Advisor. "Our AdvisorPlatform is an ideal fit into their business model and provides a strategic advantage for them in becoming the primary advisor to the thousands of small and medium-sized business owners they serve by extending and deepening their relationships." About CBIZ CBIZ is a provider of outsourced business services to small and medium-sized companies throughout the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. . As the largest benefits specialist, the ninth-largest accounting company, and one of the ten largest valuation and medical practice management companies in the United States, CBIZ provides integrated services In computer networking, IntServ or integrated services is an architecture that specifies the elements to guarantee quality of service (QoS) on networks. IntServ can for example be used to allow video and sound to reach the receiver without interruption. in the following areas: accounting and tax; employee benefits; wealth management; property and casualty insurance; payroll; IS consulting; and HR consulting. CBIZ also provides valuation; litigation An action brought in court to enforce a particular right. The act or process of bringing a lawsuit in and of itself; a judicial contest; any dispute. When a person begins a civil lawsuit, the person enters into a process called litigation. advisory; government relations; commercial real estate; wholesale insurance; healthcare consulting; medical practice management; worksite marketing; and capital advisory services advisory services advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal . About eMoney Advisor eMoney Advisor is a leading provider of holistic wealth planning solutions that maximize the advisor-client relationship. eMoney Advisor combines expert consulting and innovative technology to deliver comprehensive wealth planning solutions and services that leverage more than two decades of financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and wealth management experience. eMoney Advisor's solutions are enhancing advisor-client relationships for leading financial services companies serving thousands of high-net-worth and affluent clients throughout the country. For more information, visit our Web site at www.emoneyadvisor.com. |
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