eMoney Tip of the Week: Inherited IRAs in eMoney

Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you can provide clients with the right advice. To help, emX is designed to provide you the best possible platform to plan for and illustrate the many different strategies for an inherited IRA.

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eMoney’s Advisor Assurance is Now Available

Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more or sign up for our live webinar on Thursday, May 11 at 12:00…

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Client Site 2-Factor Authentication is Coming Soon

Data security is often the #1 concern of clients presented with a client Website. It’s important to your clients that their personal and financial information is secure and private. We’re dedicated to providing the highest tier of security to you and your clients. Our comprehensive client website security measures include data encryption, secure data centers, and –…

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eMoney Tip of the Week: Navigating DOL Updates using eMoney

The fate of the DOL Fiduciary Rule remains unknown due to recent discussions. Aside from the DOL outcome, advisors will continue to have increased regulation over how they are serving their clientele. The Fiduciary Framework initiative provided by eMoney will continue to provide advisors and firms with the tools they need to create a framework…

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