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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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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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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