Coming Soon: Life Insurance Gap Analysis in Foundational Planning

With Foundational Planning, you can streamline the planning process and collaborate with clients on their life and wealth goals. Soon, you’ll be able to deepen your client conversations by demonstrating if their current life insurance coverage and other resources adequately protect their family. Provide clients with peace of mind that their affairs are in order no…

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The Knowledge Base Has Been Updated

Getting started with eMoney is easier than ever with our new Fundamental courses in The Knowledge Base. These interactive modules guide you through everything from getting started to customizing your planning assumptions. We revamped and expanded The Knowledge Base with new coursework, including whiteboard videos, interactive training modules, and in-app quizzes to test your eMoney knowledge. The refreshed…

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Addepar Integration Available Now

eMoney and Addepar users can now improve efficiency in their office with seamless data transfers between platforms, streamlined data entry, and secure centralized storage and access to Addepar reports and proposals. This integration builds off of the existing Addepar platform within eMoney to enable effortless access and improved functionality. With the Addepar integration you can: Eliminate Duplicative…

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