Understanding the Differences between Classic and Advisor Analytics Pro

Analytics Benchmarking or Trending?  You decide!  Fill out this survey to weigh in on what means more to you: Benchmarking or Trending.  We’ll take feedback from the first 50 participants! Since the release of Advanced Analytics, one of the most frequently asked questions we’ve received has been about the key differences between Classic Analytics and…

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How to Update Your Market Indices in eMoney

If you’d like your model portfolio growth rates to be calculated based on the latest data, follow the steps below. To update the market indices across all clients: Select More, then Investment Assumptions Click the Model Portfolios link on the left Select the Market Indices tab Choose the Market Indices tab, then Compare/Update Indices Select either Update Advisor Assumptions Update All My Clients To…

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