Interactive How-To’s Coming to the Client Website

Next year, we’re releasing How-To’s on the Client Site to help improve how your clients learn to navigate and use the features and capabilities of their Client Site. With How-To’s your clients will have immediate access and guidance for completing the most common tasks on their Client Site, like connecting accounts, uploading vault documents or setting a budget.

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Fidelity WealthscapeSM Integration – Resource Center

eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage platform to create a more complete end-to-end experience that positions advisors to stay ahead of shifting regulatory, client and industry trends….

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eMoney Tip of the Week: Entering Social Security into the Fact Finder

eMoney has a number of different options available when entering Social Security benefits into your Fact Finder. The initial default setting for Social Security income is “Estimated from Income.” When you select “Estimate from Income” the system calculates an estimated benefit value based on the client’s salary and potential growth. This is the most efficient option…

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Advanced Analytics Chart Coming Soon: Vault

The Vault chart, coming later this month, is designed to give you an understanding of Vault usage across clients – at a glance. Paired with the previously released Presentations and Scenarios charts, you have complete visibility into every stage of the planning process – from building the initial scenario and creating the client-facing presentation to final delivery through your shared…

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