New Advanced Analytics Chart: Scenarios – Coming Soon

Earlier this month, we released the Presentations chart – the first in a series of planning-focused charts developed based on your feedback. Next in that series, and being released soon, will be the Scenarios chart. This chart, which provides a view into which clients do or do not have scenarios defined in the system, will help improve…

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Advisor Branded Marketing is Coming Soon

Modern investors are faced with an abundance of choice—from digital advice platforms to online trading options to traditional advisors. The only way for an advisor to cut through the noise is a unique value proposition, a cutting-edge Client Portal, and a digital marketing presence that demonstrates their expertise. On September 19, we’re launching the next generation…

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Activate Client Engagement: Client Website Goals & Homepage Redesign Coming Soon

Last year, we refreshed the Client Website to connect clients’ financial decisions with the people and things that matter most to them. Why? Because we know that clients who are more connected to their financial goals are more likely to actively engage with their finances and their advisor. This August, we’re building upon that experience…

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Fidelity WealthscapeSM Integration Update: Account Opening is Coming Soon

Starting on June 28, Advisors who use the Fidelity WealthscapeSM integration will be able to open accounts from within their eMoney platform. eMoney simplifies the account opening process by passing some of your clients’ contact record data directly to the WealthscapeSM account opening fields, reducing the amount of data entry and streamlining the process. This…

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Monte Carlo Stress Test Now Available in Decision Center Presentation

The interactive Decision Center is built for collaborating with your clients on their financial plans. And now—by popular demand—we’re making it even better, by including the Stress Test in the Decision Center Presentation. When you add the Stress Test to your presentation, you can easily display how your recommended changes affect your client’s probability of…

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