Market Index Update


The market index data in emX has been updated with the information from 12/31/2014. If you’d like your model portfolio growth rates to be calculated based on the latest data, please follow the steps below. To update Advisor Investment Assumptions: 1. Select More, then Investment Assumptions 2. Click the Model Portfolios link on the left […]

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emX Product Updates


With the help of feedback from advisors like you, we’re working to continually improve our platform so that emX only gets better. Below are some of the emX updates we think are most important this week: Reports | Decision Center/ Distribution Center  |  Alerts  |  Client Overview Page  |  Present Mode Reports  emX Imcome Summary Report The emX Income Summary […]

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