emX Product Updates: Goal Planner

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With the help of feedback from advisors like you, we’re working to continually improve our platform so that emX only gets better. Some of our most recent updates are listed below, but be sure to check out our previous set of updates to stay in touch with all our enhancements.

Goal Planner

Monte Carlo Settings Page

You can now customize the ranges used to display Probability of Success in both the Goal Planner and Decision Center using the new Monte Carlo Settings page. You can find the Monte Carlo Settings page in the Settings tab, under Preferences.

Goal Planning Monte Carlo

Redesigned Decision Center Stress Test Report Page

The Decision Center Stress Test Report page now includes a new display of Probability of Success as well as Upside, Downside, and Median. Additionally, the amount specified for desired remainder is now shown on the graph.

Goal Planning_Stress Test

Education Expenses

With this update, the institution reference logo inside the education goals section now drills down into the Goal Planner when you click the institution logo.

Goal Planning Update_Education Expense