eMoney Founder Unveils Latest Estate and Legacy Planning Software
Edmond Walters demos an early version of Apprise Labs.
Following a big reveal at the T3 Advisor Conference in January 2019, Edmond Walters’ new estate and legacy planning software, Apprise Labs, has officially opened for business. The broad market launch came after months of waiting, a pause triggered in part by the 2019 sale of MoneyGuidePro parent firm PIEtech to Envestnet and several rounds of development tweaks. The joint venture, led by Walters, alongside Tony Leal, president of Envestnet MoneyGuide and the corporate backing of Envestnet, hinted at its planning capabilities as recently as February’s T3 Advisor Conference.
Now, the wait is over, said Walters.
Apprise Labs is the latest project for the financial planning developer, who rose to prominence as founder of eMoney Advisor in 2000 before selling it to Fidelity five years ago. With financial planning software developers jostling for new business and offering free access to select services, and estate planners hurriedly crafting “panic wills” and organizing virtual client meetings, Walters is counting on steep advisor demand.
Read more at WealthManagement.com.