Market Index Data Update Coming Soon

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…

Continue reading

Foundational Planning: Here’s What You Need to Know

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,…

Continue reading

Advisor Assurance Download and Web Print Event Logs

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…

Continue reading

The iRetire® by BlackRock Integration is Available Now

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…

Continue reading