We’re three months into 2020 and the Dow Jones Industrial Average has already recorded its biggest gain and loss in its 125-day history. The novel coronavirus (COVID-19) has major companies restricting travel across the globe, and your clients aren’t sure what to expect as the market reacts. Depending on their risk tolerance, you might already be…
Helping people talk about money.
It sounds like a simple mission. But with seventy thousand financial professionals on the eMoney platform, it’s no small task.
Our Client Support and Training teams aim to make it as easy as possible to find answers to the questions you need. However, even with the eMoney Knowledge bases user guides, videos, interactive How-to’s, and FAQ—there are still many common questions our support team receives. Keep reading as we answer these common questions below!
At eMoney, our mission is to provide advisors flexible and scalable solutions that address a wide range of planning needs across the entire client lifecycle, all through a single, unified platform: One that enables advisors to have interactive and engaging planning conversations that are always aligned with the client’s needs and goals, maximizing both client…
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.