Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. In part 2 of our four part series on the eMoney Fact Finder, we focus on building out eMoney’s balance sheet.
Check out a replay of our live webinar, Answer Your Clients Tough Questions with Monte Carlo. Hosted by our Senior Financial Planning Analyst, we provide a conceptual understanding of the Monte Carlo methodology and show the value of using this method with clients.
With the Riskalyze integration, you already have single sign-on capabilities, the Riskalyze risk questionnaire framed into the client overview page, and Riskalyze risk numbers generated from within the eMoney system. Now however, we’ve updated our integration with Riskalyze to increase usability and enhance your experience.
Both you and your clients have a lot to manage. That’s why we’ve added a new Client Tasking feature in eMoney’s reimagined Client Portal so you can help clients stay focused on meeting their goals—while streamlining your own workflow. A fully integrated advisor-client experience makes it easier than ever to ensure your clients stay on top of their…
Your feedback is important to us. We always love hearing product suggestions from our users, but we also want to hear your feedback on existing features of the system, so we can provide you and your clients with the best possible user experience. So after careful consideration of your feedback on the Client Website Investment…
For this week’s post, we’re moving on to “what” facts — specifically, the types of important client data that are sometimes overlooked in the initial data entry part of a financial plan: Property, Real Estate, and Insurance.
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. In part 1 of our four part series on the eMoney Fact Finder, we delve into the underlying assumptions of the system, helping you understand how each Fact affects our cash flow-based planning engine.
While those advisors that have avoided a “fiduciary” title will adapt to the new normal, one item that may catch them off guard: the SEC changes that impact Money Market Funds (“MMF”), which go into effect this October.