Asset Reallocation Technique | Foundational Planning

Foundational Planning allows you to establish planning-led relationships with more clients. With our latest enhancement, you can now easily demonstrate the impact of an asset reallocation strategy on a client’s overall plan and its probability of success. How does it work? To get started using the new Asset Reallocation technique, select your client and navigate to the Planning page….

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Advisor | Client Portal Investment Consistency Update Coming in May

This May, we’re standardizing the definition of investments across the Advisor and Client Portals to create a consistent eMoney experience. This update will further help you provide insight into your clients’ accounts and enable them to easily monitor all of their investments and accounts. The new definition of investments that will be applied across both…

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eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime. Making financial…

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Client Portal Spending Rules

The eMoney Client Site spending area presents an interesting dilemma for advisors. On one hand, it’s one of our software’s most popular features; it presents client spending information from their connected accounts in one easily categorized list and allows clients to create a budget that will help them better manage their finances. On the other hand, advisors might not be as familiar with this client tool as they are with advisor-facing features they use every day.

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