NEW Box Integration Coming Soon to eMoney

Our latest integration provides easy access to Box online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams without compromising the security of your documents. What is Box? Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing…

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New Advanced Analytics Chart: Login Frequency

How did companies like Amazon, Netflix, and Uber become leaders in their industries? They harness the power of analytics to create meaningful customer experiences and provide the necessary tools for their employees to create valuable experiences. How do advisors and office managers do just that? With a tool that supplies them with the analytics valuable to…

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Interactive How-To’s Coming to the Client Website

Next year, we’re releasing How-To’s on the Client Site to help improve how your clients learn to navigate and use the features and capabilities of their Client Site. With How-To’s your clients will have immediate access and guidance for completing the most common tasks on their Client Site, like connecting accounts, uploading vault documents or setting a budget.

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eMoney Tip of the Week: Entering Social Security into the Fact Finder

eMoney has a number of different options available when entering Social Security benefits into your Fact Finder. The initial default setting for Social Security income is “Estimated from Income.” When you select “Estimate from Income” the system calculates an estimated benefit value based on the client’s salary and potential growth. This is the most efficient option…

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