eMoney Market Index Update


The market index data in your eMoney application has been updated with the 9/09/2017 information. 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:

  1. Select More, then Investment Assumptions
  2. Click the Model Portfolios link on the left
  3. Select the Market Indices tab
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update Advisor Assumptions or Update All My Clients

redo-market-index-update-v2


To update the market indices for a single client:

  1. Select the client
  2. Click Facts, then select Advanced
  3. Go to Assumptions, then Investment
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update This Client Only or Update All My Clients

update-single-client-indicies


If you have any questions regarding this process, feel free to send us an email or give us a call at 888-362-8482.

 

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.