intellicents signs with eMoney to deliver financial wellness platform
Financial planning consultancy intellicents announced it will offer a financial wellness program that is powered by Fidelity’s eMoney Advisor. It will called allmymoney.
“We see financial wellness as a key factor in participant retirement readiness today,” says Brad Arends, CEO of intellicents, formerly Alliance Benefit Group Financial Services. “Our mobile-ready allmymoney site has an account aggregation feature that allows a participant to organize her entire financial life, a secure electronic vault for document storage, self-help basic financial planning calculators, and the ability to access an intellicents certified financial planner for more complicated financial planning needs.”
“Helping clients organize and view their entire financial lives in one place plays a huge part when saving for retirement,” says Drew DiMarino, executive vice president of sales at eMoney. “We feel [intellicents] clients are better positioned for successful financial futures due to their access to allmymoney, which gives his firm a true competitive advantage.”
Arends sits on the Board Retirement Council for Fidelity Investments Custody and Clearing Group. Intellicents has offices in Albert Lea, MN, Eden Prairie, MN, and Leawood, Kan., and more than $2.8 billion in assets under management and advisement.