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…
All too often, advisors have to find better ways to integrate their technology stacks. In fact, in the 2017 InvestmentNews technology survey, 79 percent of advisors list “a lack of technology integrations” as a serious challenge to their businesses. That’s why integrations have, and will remain, one of the pillars of the eMoney platform. Earlier…
In the 2017 InvestmentNews technology survey, only 15 percent of advisors said their integrations included embedded functionality or workflows. Seventy-nine percent listed “a lack of technology integrations” as a serious challenge to their business. That’s why we’ve made integrations a key component of the eMoney platform. Soon, we’ll release our Salesforce integration via a plugin…
This month, we’re making two updates to the Decision Center. While these updates have minimal visual impact, they are significant investments that create a foundation for future enhancements. These include: The first is an update to report naming and style changes And the second focused on rebuilding the architecture on which the Decision Center runs Report Naming and Style…
