eMoney Advisor and Mimeo.com Announce Integration


Financial Advisors Can Now Submit, Proof and Print Digital Documents, and Order Professional Marketing Materials 24/7

Conshohocken, PA, and New York NY—February 18, 2009 —eMoney Advisor, a leading provider of advanced wealth and goal planning solutions for financial advisors, has partnered with Mimeo.com, a leader in on-demand printing, binding, and distribution, to offer financial advisors a one stop shop for professional printing and marketing services. eMoney subscribers now have an end to end solution for the creation, printing and distribution of portfolio reviews, financial reports, and other business documents and can also order client focused marketing materials 24/7, via a new online virtual storefront.

eMoney and Mimeo.com’s integrated service gives advisors quick access to professional printing services at a significantly reduced rate. eMoney subscribers access the service from inside the system where they can select from multiple print options including ink color, paper stock and finish, and binding options. They can also establish setup preferences, track the progress of their order, and even have it sent overnight for delivery to their office the very next day.

“We are very pleased to be partnering with Mimeo.com,” stated Edmond J. Walters, CEO and founder, eMoney Advisor, Inc. “The Mimeo.com platform will be a real boon in helping our users increase back office efficiencies – saving them two very precious commodities, time and money. Plus they were the only company that could meet our quality standards, kitting, warehousing and next day turnaround requirements.”

“Just like so many of our customers, financial planners understand that the strain that putting together printed documents puts on their work day,” stated Adam Slutsky, CEO of Mimeo.com. “By using Mimeo.com financial advisors will be able to deliver higher quality documents, focus solely on their core job responsibilities, and leave the printing to us.”

Additionally, eMoney’s new virtual storefront, available on Mimeo.com, houses a broad array of professional marketing materials created by eMoney’s own AdvisorMarketing. With no minimum requirements, Advisors can now shop for affordable and professional marketing materials at anytime from anywhere.

Mimeo.com is the latest partner to join the eMoney Everywhere program. The eMoney Everywher(SM) program integrates CRM, wireless, office and other popular advisor tools with eMoney’s award winning web-based applications creating the ultimate advisor desktop. eMoney Everywhere leverages web services, common architectures, and industry standard file formats to allow for data integration between eMoney 360 and 360Pro with other tools. The flexibility and timesaving benefits of the eMoney Everywhere program provides advisors with a full financial desktop translating into better workflow and the delivery of enhanced client service.

About eMoney Advisor:

eMoney Advisor, based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer 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. eMoney’s suite of tools are used by leading financial services firms around the country, including such well-known names as AIG Advisor Group, Asset Mark Investment Services, TD Bank, First Trust Bank, The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, Mercantile Bank, New York Life, National Life Group, Northern Trust, Principal Financial and Securian Financial Services, among others.

About Mimeo
Mimeo is the innovator of online, on-demand cloud printing services. Over 4,000 companies rely on Mimeo’s award winning document management tools and print on demand solutions to lower document related costs while improving employee productivity. The company was founded in 1998 and operates digital print facilities in both the U.S. and the U.K. Investors include Draper Fisher Jurvetson, DFJ Gotham, Goldman Sachs (GS) Harbourvest and Hewlett Packard (HP). For additional information on Mimeo, visit https://www.mimeo.com or call 1.800.466.4636.