eMoney Advisor Wins CPA Wealth Provider's First Annual Financial Planning Award; Award Recognizes Top Providers of Financial Planning Software

CONSHOHOCKEN, Pa., Jan. 6, 2004 -- eMoney Advisor, a leading provider of wealth planning solutions, today announced that it has been selected by CPA Wealth Provider magazine as a winner of its First Annual Financial Planning Award. The award is based upon excellence in technology and supporting the needs of financial planners within the accounting industry. "eMoney has done an excellent job of identifying the needs of financial planners and translating those needs into a financial planning system from which both advisors and their clients can benefit," said Stuart Kahan, Executive Editor of CPA Wealth Provider. "We are proud to include them in our list of this year's winners."

eMoney's AdvisorPlatform(TM) 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, keeping accounts up-to-date, and monitoring significant changes in their clients' portfolios. As a result, those advisors using the eMoney system are realizing increased revenues, greater assets under management and increased fees.

In addition, the AdvisorPlatform includes a robust Client Financial Home Page, which allows clients to monitor their financial status with daily balance updates from anywhere at anytime - a tremendous value add for busy affluent and high-net-worth individuals. Advisors and clients also have access to an online "Vault" for storing all their legal, investment and insurance documents, such as wills, deeds and policies. Access to the Vault is 24x7 through any Internet connection and offers a tremendous opportunity to have an organized approach to financial planning and wealth management.

"We are very pleased and excited to receive this award from CPA Wealth Provider," said Edmond Walters, CEO of eMoney Advisor. "Recognition of our efforts from the accounting industry is a tremendous tribute, and we are grateful for the support we have received that has allowed us to achieve this honor."

About CPA Wealth Provider

A Thomson Media publication, CPA Wealth Provider's mission is to provide financial planning strategies, product information, and practice-building advice in an environment that recognizes the special needs of accountants.

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 and wealth management experience. eMoney Advisor's solutions are enhancing advisor-client relationships for a variety of financial services companies, such as MassMutual Financial Group, CBIZ, Brinker Capital and PricewaterhouseCoopers, serving thousands of high-net-worth and affluent clients throughout the United States. For more information on eMoney Advisor, visit www.emoneyadvisor.com.

eMoney Advisor
Michelle Pujadas, 610-684-4662