eMoney Advisor today announced the launch of eMoney Access, an API solution that provides access to planning, client fact data, document storage and other features found within the eMoney platform.
eMoney Advisor today kicked off Day 1 of the 2019 eMoney Summit, the industry’s premier event for planning-led financial advisory professionals, at the Fairmont Hotel in Austin, Texas.
Check out our daily recaps, keynote summaries, and pictures/videos from the 2019 eMoney Summit. For the most up-to-date content, follow along on Twitter using #eMoneySummit19.
For clients affected by the higher exemption amount, eMoney can help show how the increased estate tax exemption has affected their estates by modeling complex comprehensive estate plans.
Happy Life Insurance Awareness Month! Helping clients get the life insurance coverage they need continues to be a fundamental starting point when building a long-term financial plan. With almost 50 percent of households stating that they would feel the financial adversity from the loss of their primary wage earner in just six months1, eMoney’s new Foundational Planning Life Insurance Gap Analysis can…
This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.
We’re implementing one of the most requested Vault features—the ability to customize the default Vault folders for clients. This update removes the need for users to individually customize the Vault as new clients are entered into eMoney. You can now create a default set of folders and subfolders that automatically populate in the Vault for…
The latest addition to Office Analytics, integration reporting, makes it easy for managers to see which integrations their teams use.