Orion and Riskalyze Integration Updates

Earlier this October, we released multiple integration updates. These included the ability for clients to single sign-on to their Orion Client Portal, and improvements to the Riskalyze integration. Take advantage of our latest integration updates to run your business more efficiently. Orion Client Portal Single Sign-On Now, it’s easier than ever for your clients to…

Continue reading

New “Request a Feature” and “Request a Connection” Pages Released

Do you have brilliant suggestions that can help make the eMoney platform even better? We want to hear them! That’s why we’ve created a new Request a Feature page and Request a Connection page that allow you to submit and track your eMoney product suggestions and connections. With the new Request a Feature and Request a Connection pages, not only can you…

Continue reading

New Basic Analytics Charts Released

With analytics, you can make data-driven decisions to differentiate your business and better serve your clients. That’s why we updated our Basic Analytics platform with the first set of charts designed to enhance the insights previously accessible only through our Advisor Opportunity reports. New charts being added to Basic Analytics include: Client Mortgages by Interest…

Continue reading

Navigate with eMoney Voice Assistant – Coming Soon

As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application. With eMoney Voice Assistant, you’ll be able to…

Continue reading

Taxable and Cash Account Contributions Tab – Available Now

Now it’s easier than ever to quickly enter contributions for Taxable and Cash Accounts. With the new Contribution tab, we’ve eliminated the need to model contributions for these accounts via Transfer Flow. How do I add Taxable and Cash Account Contributions? To enter contributions from Basic Facts, simply go to the Savings & Contributions section, click…

Continue reading