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….
Your clients have a broad range of goals and planning needs. To help you better meet those needs and to attract a more diverse set of clients, we’re excited to introduce Foundational Planning. Deliver more plans for more clients, more efficiently. That’s the philosophy behind our brand new planning solution — Foundational Planning. With our scalable…
When it comes to serving your clients, you’re working with complex features like planning and aggregation to deliver thoughtful recommendations. So when you run into a question in your eMoney platform, you need answers fast. The Knowledge Base is your one-stop shop for all your eMoney education needs — and it’s getting an update to…
The market index data in your eMoney application will be updated with the latest historical data, as of December 31, 2018, on February 22. When it’s available, follow the steps below to update your indices and model portfolio growth rates. To update the market indices across all clients: Select More, then Investment Assumptions Click the Model…
Financial planning is increasingly a primary source of value for advisors. But when 72 percent of advisors claim that creating a new financial plan is a long and tedious process1, how can you create value by meeting your client’s dynamic planning needs at scale? Available for purchase this quarter, Foundational Planning is our scalable, streamlined,…
Every year, we update the underlying assumptions of eMoney’s simulation to account for changes to the Federal Tax numbers and Contributions limits. In addition to these changes, we also update our Reports that rely on time-sensitive data (e.g., the Education Planning or Long Term Care Reports.) Here’s a look at the updated Federal Tax Numbers…
Is your New Year’s resolution to streamline your compliance efforts? If so, Advisor Assurance is the tool for you! Available to firm-wide users of eMoney, Advisor Assurance provides decision makers with the oversight they need to support their comprehensive compliance efforts. Featuring firm-level event logs accessible on demand and an intuitive presentation review, Advisor Assurance works by recording by…
