Foundational Planning: Delivering More Plans to More Clients

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…

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Helping Financial Advisors Understand Student Loan Repayment Options

Understanding Student Loan Repayment

Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial industry is currently offering. I’ve also seen how impactful sound financial advice can be at this point of a young adult’s life. Financial advisors who…

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The Basics of eMoney Interactive Planning Tools

eMoney offers three interactive planning tools, Goal Planner, Decision Center, and Distribution Center, that help you present plans to your clients in a visual way and quickly show the impact of their financial decisions in real time. These tools focus on goal planning, cash-flow planning, and estate planning. Goal Planner Goal Planner is our interactive,…

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How to Access the Risk Tolerance Questionnaire

eMoney offers a risk tolerance questionnaire that determines a recommended model portfolio for a client based on how they answer the series of questions. Results can range from an asset preservation to aggressive growth strategy. It’s important to note that eMoney does not map the risk tolerance questionnaire to custom portfolios. We’ll only recommend the default…

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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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