This January, we’re releasing updates to some of our most popular features, including Monte Carlo, Lead Capture, and Foundational Planning. Many of these updates were driven by user feedback through our Request a Feature page.
Next month, we’re releasing the highly requested Vault enhancement that allows you to preview Vault files within eMoney.
With the latest enhancement to the Fiduciary Rule chart, you’ll have even more insight into your clients’ contributions to their retirement assets. This update adds two new columns for Employee Contribution and Employer Contribution.
We’ve added more flexibility to the Morningstar integrations. Starting today, Support users in offices where the integration is enabled will have access to the integration features for Morningstar Advisor Workstation and Morningstar Office.
Next month, we’re overhauling the technology behind the Distribution Center. This update does not impact the Distribution Center workflow or functionality, but you will see changes that modernize the style and colors of the charts and graphs.
Expanding on the recent Decision Center updates, we’ve added a new Custom Years setting for the Cash Flow Overview chart. This makes it easier than ever to zoom in on the time periods that are most important to your clients.
We’ve added one of the most popular feature requests, giving you the ability to set and manage alerts for your entire client base in one click. With the new Save For All Clients button, we’ve streamlined the process of managing Client Alert email delivery settings. Now you can change delivery settings for all clients across a given…
This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.