How to Check Facts and Troubleshoot with Reports

eMoney reports enable you to present retirement, insurance, or estate planning solutions to your clients. But before jumping into these conversations, it’s essential to ensure you’ve entered the clients’ data accurately in Facts and that the outputs are as you anticipated. Today, we’ll look at how you can use reports, precisely Cash Flow, Income Tax, and Ledger, to fact check,…

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Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships

Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships. Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at…

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Q1 2020 Market Index Update – COVID19 Impact

eMoney uses a rolling 25-year historical period to calculate the rate-of-return for equity indices.  Occasionally, if the new quarter and the dropped quarter have unusual opposing returns, this can result in larger than typical changes.  For example, a quarter with poor returns is added to our historical data, while the quarter dropped from the historical…

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