What is the Connection Resource Center?

You can find connection resources in a variety of ways — The Knowledge Base, the eMoney blog, a call into customer service, but have you checked out the Connection Resource Center? The Connection Resource Center provides all the information you need. It’ll keep you and your clients informed as we transition the top client connections to API-based data aggregation and…

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Upcoming Webinar – Life Insurance: A Foundational Part of the Financial Plan

Happy Life Insurance Awareness Month! Helping clients get the life insurance coverage they need continues to be a fundamental starting point when building a long-term financial plan. With almost 50 percent of households stating that they would feel the financial adversity from the loss of their primary wage earner in just six months1, eMoney’s new Foundational Planning Life Insurance Gap Analysis can…

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Upcoming Webinar: Planning for Life’s Big Moments

It’s life’s big moments that move us into action. Divorce, an unplanned retirement, a health concern, the loss of a loved one—during these life events, investors turn to their financial advisor to help address the what-nows and what-ifs. Join Richard Cresta, Senior Vice President, Institutional Insurance, at Fidelity Institutional Asset Management and Matt Schulte, Head of Financial…

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Account Management FAQs

The Frequently Asked Questions (FAQ) module, available in The Knowledge Base, is an interactive document that provides answers to the most common questions received by eMoney’s Client Services, Financial Planning, and Data Services teams. We’ve recently added Account Management FAQs to help you manage and update your eMoney account. They’ll provide you with contact information and next…

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Fact Entry – Available in Year Field

The first step of the eMoney financial planning experience is entering your client’s data. On a client’s overview page, you’ll use Facts to build out your client’s current situation.Because these Facts will be the foundation for their financial plan, you’ll want to make sure they are as accurate as possible from the start. The often misused Available in Year field is available when…

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