Market Index Data Update Coming Soon

The market index data in your eMoney application will be updated with the latest historical data, as of December 31, 2018, on February 22. When it’s available, follow the steps below to update your indices and model portfolio growth rates.  To update the market indices across all clients: Select More, then Investment Assumptions Click the Model…

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Client Portal Education Center Discontinuation – Coming Soon

eMoney aims to deliver a best-in-class, innovative Client Portal so that advisors can provide clients with an unmatched experience. This requires us to not only enhance the Client Portal with new capabilities but to also evaluate current functionality based on utilization and user feedback. Due to low usage from clients, the Education Center available from…

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Rolling Out the Client Portal (Training Webinar)

In this webinar, you learned how to attract and convert prospects with eMoney.   Topics Covered Developing a process when customizing client portal Client portal best practices Additional defaults to apply to client list Resources Client Portal Spending Rules Client Portal Connection Resources Client Portal Budgeting Basics Client Site Overview  Client Site Onboarding If you’d like…

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Best Tools for Each Type of Client (Training Webinar)

In this webinar, you’ll learn how to customize your process to meet the unique needs of your client base. Topics Covered Tools for Prospecting Lead Capture Needs Analysis Client Site Portal Resources Introducing Lead Capture: Streamlined Lead Management Needs Analysis Overview (Training Webinar) Taking a Millennial from Prospect to Client If you’d like to register…

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