New Basic Analytics Charts Released

With analytics, you can make data-driven decisions to differentiate your business and better serve your clients. That’s why we updated our Basic Analytics platform with the first set of charts designed to enhance the insights previously accessible only through our Advisor Opportunity reports. New charts being added to Basic Analytics include: Client Mortgages by Interest…

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Navigate with eMoney Voice Assistant – Coming Soon

As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application. With eMoney Voice Assistant, you’ll be able to…

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Taxable and Cash Account Contributions Tab – Available Now

Now it’s easier than ever to quickly enter contributions for Taxable and Cash Accounts. With the new Contribution tab, we’ve eliminated the need to model contributions for these accounts via Transfer Flow. How do I add Taxable and Cash Account Contributions? To enter contributions from Basic Facts, simply go to the Savings & Contributions section, click…

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Advisor Opportunity Reports Discontinuation – Coming Soon

The Analytics platform allows you to sort, filter, and customize your data so you can take action on opportunities. And soon, you’ll have access to a more robust Analytics platform with improved data from the Advisor Opportunity Reports. Starting on September 18, we’re transitioning the data already available in your Advisor Opportunity Reports to Advisor Analytics so you can find meaningful insights…

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