How to Send an Email in Advisor Branded Marketing

You play a critical role in your clients’ lives—especially during this time of uncertainty and market volatility. We know it’s paramount that you have the resources you need to continue to communicate with your clients. With Advisor Branded Marketing, you can email clients directly from your eMoney platform and proactively share timely content that speaks to current…

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The Basics of eMoney Interactive Planning Tools

eMoney offers three interactive planning tools, Goal Planner, Decision Center, and Distribution Center, that help you present plans to your clients in a visual way and quickly show the impact of their financial decisions in real time. These tools focus on goal planning, cash-flow planning, and estate planning. Goal Planner Goal Planner is our interactive,…

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How to Access the Risk Tolerance Questionnaire

eMoney offers a risk tolerance questionnaire that determines a recommended model portfolio for a client based on how they answer the series of questions. Results can range from an asset preservation to aggressive growth strategy. It’s important to note that eMoney does not map the risk tolerance questionnaire to custom portfolios. We’ll only recommend the default…

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How to Model a Reinvestment Technique

A reinvestment technique in eMoney will reinvest an individual account or all accounts from its current asset allocation to a new model portfolio. Today, we’ll look at how to model a reinvestment technique in Advanced Planning and present the results to clients. First, you’ll navigate to the Plans section of your client’s overview page. Click Add under scenarios and then click…

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Earn CE Credits with eMoney Live Training

Did you know licensed eMoney users can now earn up to 16 continuing education (CE) credits from the CFP Board by attending approved eMoney Live Training events? With the CFP Board’s recent decision to include technology training toward  CE hours, eMoney has secured approval for credits through the following Live Training events: Platform Essentials (3…

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