Entering Stock Options into eMoney

Companies utilize stock options to attract, incentivize, and motivate top talent with competitive financial compensation. The life cycle of a typical non-qualified stock option has four stages: when the stock option is granted, when it vests, when it’s exercised, and finally when it’s sold. First, are you adding the stock option through a connection or manual entry?…

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Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle

The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans. Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to…

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How to Model a Reinvestment Technique

A reinvestment technique in eMoney will reinvest an individual account or all accounts from its current asset allocation to a new model portfolio. Today, we’ll look at how to model a reinvestment technique in Advanced Planning and present the results to clients. First, you’ll navigate to the Plans section of your client’s overview page. Click Add under scenarios and then click…

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