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:
- 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 or Update All My Clients
To update the market indices for a single client:
- Select the client
- Click Facts, then select Advanced
- Go to Assumptions, then Investment
- Choose the Market Indices tab, then Compare/Update Indices
- Select either Update This Client Only or Update All My Clients
If you have any questions regarding this process, feel free to send us an email or give us a call at 888-362-8482.