Story perspectives

New Financial Tools Transform Advisor-Client Experiences Worldwide

3/30/2025

28 2

Summary

Story summary

World Investment Advisors launched WorldMAP, enhancing advisor-client experiences with tailored investment strategies and tax management.
eMoney Advisor upgraded its Needs Analysis tool to improve financial planning discussions, with additional topics forthcoming.
Financial Finesse partnered with SecureSave to offer emergency savings accounts within its Financial Wellness Hub.
Lincoln Financial expanded its WellnessPATH Marketplace, adding 10 new financial solutions for employees.
Allspring Global Investments introduced two active equity ETFs targeting large-cap growth and value strategies.

1 of 1

Story summary

World Investment Advisors launched WorldMAP, enhancing advisor-client experiences with tailored investment strategies and tax management.
eMoney Advisor upgraded its Needs Analysis tool to improve financial planning discussions, with additional topics forthcoming.
Financial Finesse partnered with SecureSave to offer emergency savings accounts within its Financial Wellness Hub.
Lincoln Financial expanded its WellnessPATH Marketplace, adding 10 new financial solutions for employees.
Allspring Global Investments introduced two active equity ETFs targeting large-cap growth and value strategies.