This January, we’re releasing updates to some of our most popular features, including Monte Carlo, Lead Capture, and Foundational Planning. Many of these updates were driven by user feedback through our Request a Feature page.
Cross-site cookie handling on Google Chrome is changing on February 4, 2020. This change may impact select eMoney integrations that provide direct access to the integration partner framed-in on (the same page as) your eMoney application.
Next month, we’re releasing the highly requested Vault enhancement that allows you to preview Vault files within eMoney.
With the latest enhancement to the Fiduciary Rule chart, you’ll have even more insight into your clients’ contributions to their retirement assets. This update adds two new columns for Employee Contribution and Employer Contribution.
We’ve added more flexibility to the Morningstar integrations. Starting today, Support users in offices where the integration is enabled will have access to the integration features for Morningstar Advisor Workstation and Morningstar Office.
The new interactive Frequently Asked Questions (FAQ) module has quickly become one of the most popular features available in the Knowledge Base. In fact, the feature is so popular that we’re making it accessible directly through your eMoney footer.
The Life Insurance Gap Analysis in Foundational Planning enables you to easily demonstrate if your clients’ current life insurance and other resources provide adequate protection for their families.
Next month, we’re overhauling the technology behind the Distribution Center. This update does not impact the Distribution Center workflow or functionality, but you will see changes that modernize the style and colors of the charts and graphs.