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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