Train Your Clients with NEW Client Portal How-To’s

With the Client Portal, your clients can view their entire financial landscape in a single, consolidated user experience. For most clients, it makes managing their wealth easier and more convenient. Other clients may find it stressful or challenging to learn a new technology. And as an advisor, you have to field mundane questions like: “How…

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Tamarac Integration Released

To succeed in today’s competitive market, you need a robust technology stack. It has to be all-encompassing, from financial planning, risk profiling, and performance reporting, to client relationship management, account trading, and re-balancing. And to maximize your investment, your technologies don’t just need to just communicate with you, but with each other. We’re dedicated to creating a…

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Fidelity WealthscapeSM Brokerage Alerts Coming Soon

Beginning February 20, 2018, Advisors who integrate with Fidelity WealthscapeSM can offer their traditional clients access to Client Site Brokerage Alerts. In an effort to create a more uniform and integrated experience for an advisor’s entire client base, Traditional clients will have access to the same Brokerage Alerts as those currently only available to AMP, or…

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Interactive How-To’s Coming to the Client Website this January

We know that your clients’ experience with you and your staff is just as important as their experience with the technology you offer. And with new features like the new Goals tab and redesigned Client Homepage, we’re constantly working to improve the way your clients interact with their finances – and with you! But with hectic…

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Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!) Here’s how… On the Client list,…

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Vault Enhancements: Upload Folders & Alliance Partner Updates

With the latest Vault enhancements, we’ve made it even easier to upload and manage the files that are most important to you and your clients, while making the Vault more intuitive and easier to use. Now you can: Easily drag and drop file folders and all their contents into the Vault Offer Alliance Partners access to the latest Vault…

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NEW Box Integration Coming Soon to eMoney

Our latest integration provides easy access to Box’s online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams without compromising the security of your documents. What is Box? Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing…

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New Advanced Analytics Chart: Login Frequency

How did companies like Amazon, Netflix, and Uber become leaders in their industries? They harness the power of analytics to create meaningful customer experiences and provide the necessary tools for their employees to create valuable experiences. How do advisors and office managers do just that? With a tool that supplies them with the analytics valuable to…

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