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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Setting Goals in the Client Portal

Help your clients achieve their financial goals! With the Goals feature in the Client Portal, you can create a collaborative goal planning process that helps your clients become more involved in their financial plan. You can enable clients to easily add, personalize, and track goals—including the ability to fund them with specific accounts. Enable Goals…

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