Preview Vault Documents

November 26, 2019November 26, 2019 Joseph Pearson New Release Information, Product Updates

Next month, we’re releasing the highly requested Vault enhancement that allows you to preview Vault files within eMoney.

Advisor Analytics Update: New Charts and EOL

November 26, 2019November 26, 2019 Joseph Pearson New Release Information, Product Updates

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.

Morningstar Integration Updates

November 26, 2019November 26, 2019 Joseph Pearson Integrations, New Release Information, Product Updates

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.

Distribution Center Technology Update Coming Soon

November 21, 2019November 26, 2019 Joseph Pearson New Release Information, Product Updates

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.

Decision Center Cash Flow Overview: Custom Years View

October 29, 2019October 29, 2019 Joseph Pearson New Release Information, Product Updates

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.

Set Alert Delivery Options for All Clients

October 28, 2019October 29, 2019 Joseph Pearson New Release Information, Product Updates

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…

Client Portal Transactions Enhancements

September 17, 2019September 17, 2019 Joseph Pearson New Release Information, Product Updates

This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.

Analytics Update: Top Integrations by Advisors

September 16, 2019September 17, 2019 Joseph Pearson New Release Information, Product Updates

The latest addition to Office Analytics, integration reporting, makes it easy for managers to see which integrations their teams use.

eMoney Advisor Blog

Providing tips, best practices, and resources necessary to grow your practice and provide your clients with the level of service they deserve — all tied back to the use of innovative technology.

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