Envestnet Integration Reporting Enhancements

With the eMoney/Envestnet integration, advisors can quickly import and link their clients in eMoney, sync account data, generate Envestnet proposals from the client’s Plans page, and single sign-on between both platforms. As one of our first and most popular integrations, we’ve been collecting your feedback. Now, Envestnet integration users also have new vault and reporting…

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Creating a Better Client Experience in a Post-DOL Rule World

“This is one of the most monumental pieces of legislation in our lifetime…bigger than the healthcare reform act,” says Henry Smith, Partner of Smith & Downey about the Department of Labor’s (DOL) new fiduciary rule. And regardless of the fate of the DOL Rule, the industry has initiated a massive shift to a planning-led, fiduciary model that’s sure to affect the way you conduct your business.

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Updates Coming to Free Version of Analytics

With the recent debut of our new Advanced Analytics products, eMoney advisors—and their support staff— are already uncovering new insights to help them make more actionable business decisions. Beyond the never-before-seen data sets, the upgraded Advisor Analytics Pro and Office Analytics products feature a modern and intuitive interface with lightening speed performance. For those advisors…

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