ANN ARBOR, Mich., April 2, 2019 /PRNewswire/ -- Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation (the SPS Family of Companies) have recently partnered at the enterprise level with eMoney Advisor, further enhancing their already robust SPS TechStack package.
SPS advisors and their support staff have access to eMoney's wealth management solutions, including robust financial planning software, the eMoney Client Portal, data aggregation, compliance tools, analytics capabilities and other features that streamline the planning experience.
The nearly 1000 advisors of the three firms, known collectively as the SPS Family, have already benefited from the company's TechStack, which includes Redtail CRM, Riskalyze, Docupace, Marketing Library, Horsesmouth, DST Vision, Fidelity Retirement Planner, and Wealthscape all included in their monthly affiliation fee. With the addition of eMoney, these advisors will have more opportunities to grow their practice and deliver personalized care to their clients.
SPS Family Executive, Tony Bacarella, is very excited about this addition. He explains, "An innovative tool set like eMoney's platform is something that our TechStack has needed for some time. Adding a streamlined solution for our advisors to build client relationships is a necessity, and something that we wanted to ensure they had available in their practice."
"We are excited to help the teams across the SPS Family of companies reinforce value to their clients through a modern, engaging and interactive financial planning-led experience," said Jeff Schwantz, SVP, Head of Enterprise Sales, at eMoney Advisor. "eMoney strives to deliver an experience for advisors that best meets the needs of the investors they serve, and we look forward to continued collaboration with SPS.
To learn more about the SPS Family, their partnership with eMoney, or their TechStack, contact Adam Peak at (888) 744-6264, by email at [email protected], or at their website: http://sps-family.com/services/.
About the SPS Family
With a caring staff empowered to deliver personal, innovative support, the SPS Family of Companies partner with independent financial advisors committed to enhancing their clients' experience in an ethical, trustworthy manner. They provide comprehensive financial planning tools, solutions, and services supporting their representatives' efforts in guiding their clients toward financial success.
About eMoney Advisor
eMoney Advisor, LLC ("eMoney") is a leading provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's solutions enable financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 60,000 financial professionals and 4.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.
SOURCE SPS Family