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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Activate Client Engagement: Client Website Goals & Homepage Redesign Released

Modern investors expect a user-friendly and streamlined personal financial management experience. If they can’t easily track their progress toward their goals and visualize how their goals impact their long-term financial outlook, they disengage. With our redesigned Client Site Homepage and new interactive Goals tab, you can empower clients to reach their most important financial milestones…

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New Advanced Analytics Chart: Scenarios – Coming Soon

Earlier this month, we released the Presentations chart – the first in a series of planning-focused charts developed based on your feedback. Next in that series, and being released soon, will be the Scenarios chart. This chart, which provides a view into which clients do or do not have scenarios defined in the system, will help improve…

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