New Analytics Chart: Presentations

Advanced Analytics helps to truly differentiate your business by offering data-driven insights into the wealth of client and investment data that passes through your eMoney Platform every day. But beyond the many insights available in Advanced Analytics today, we’re also committed to developing new charts based on your feedback and the evolving challenges of the industry.

Coming soon, we’re adding the first planning-focused chart designed to help improve your visibility into presentations across clients. Known as Presentations, this chart provides insights into how well you or your advisors use eMoney’s presentations to meet the needs of clients and allows you to take action based on your conclusions.

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Presentations 

The Presentations chart provides a view into the number of presentations that have been released and is available at both the individual and the firm-levels.

  • For individual advisors using Advisor Analytics Pro, the Presentations chart makes it easier for advisors and managers to see which clients have financial planning presentations completed, helping you quickly determine where to focus your planning efforts. And where immediate action is required drill into the Presentations chart to navigate directly to their Presentations page from the Analytics Dashboard.

  • For managers using Office Analytics, the Presentations chart offers transparency into how your teams are leveraging eMoney’s planning functionality. Drill into a specific client presentation to view which advisor created the plan and determine if your advisors are using the tools available to them to meet the needs of their clients.

To add the Presentations chart to your Analytics Dashboard, click the Add Charts button.

Stay tuned for continued Advanced Analytics enhancements.


Interested in Advanced Analytics? Learn more here.

Joseph Pearson

Written By

Joseph is a Client Communications Strategist at eMoney Advisor.