eMoney Tip of the Week: Inherited IRAs in eMoney

Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you can provide clients with the right advice. To help, emX is designed to provide you the best possible platform to plan for and illustrate the many different strategies for an inherited IRA.

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eMoney Tip of the Week: Client Portal Budgeting Basics

The Spending tab on the Client Portal allows your clients’ to create monthly budgets that accurately track their spending through aggregated accounts. Spending is automatically hidden from advisors, so it is important to familiarize yourself with this feature before your client has any questions about creating a budget of their own. How Does it Work? After a…

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eMoney Tip of the Week: Prospecting in eMoney

eMoney Advisor offers features that are geared towards your prospective clients. From Traditional Lead Capture to our revamped Advisor Branded Marketing , our prospecting tools can help you build your book of business. We designed these tools help you attract potential clients and demonstrate your value. Advisor Branded Marketing Let us worry about marketing to your…

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eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our recently added Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime….

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