It’s life’s big moments that move us into action. Divorce, an unplanned retirement, a health concern, the loss of a loved one—during these life events, investors turn to their financial advisor to help address the what-nows and what-ifs. Join Richard Cresta, Senior Vice President, Institutional Insurance, at Fidelity Institutional Asset Management and Matt Schulte, Head of Financial…
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.
The latest Decision Center enhancement gives you the ability to define what timeframe is used in the Cash Flow Overview chart: pre-retirement years only, retirement years only, or all years.
eMoney is honored to have been selected as the Technology Provider winner for the Account Aggregation, Financial Planning and Specialized Planning Applications categories at the prestigious 2019 Wealth Management Industry Awards ceremony, held on September 12, 2019, in New York City.
We know that when you need information, you need it now. That’s why we’re upgrading our live chat functionality making it easier than ever to get the in-app support you need—when you need it.
Private Advisor Group announced today a new strategic partnership with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money.
With cash flow planning, clients can better determine where their money went and where it will go to help fund their life goals. Cash flow planning can be used at any life stage: early accumulators, mid-career accumulators, pre-retirees, and retirees.