Client Portal Spending Rules

The eMoney Client Site spending area presents an interesting dilemma for advisors. On one hand, it’s one of our software’s most popular features; it presents client spending information from their connected accounts in one easily categorized list and allows clients to create a budget that will help them better manage their finances. On the other hand, advisors might not be as familiar with this client tool as they are with advisor-facing features they use every day.

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Foundational Planning: Produce More Plans, For More Clients, More Efficiently

Your clients have a broad range of goals and planning needs. To help you better meet those needs and to attract a more diverse set of clients, we’re excited to introduce Foundational Planning. Deliver more plans for more clients, more efficiently. That’s the philosophy behind our brand new planning solution — Foundational Planning. With our scalable…

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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…

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Client Portal Education Center Discontinuation – Coming Soon

eMoney aims to deliver a best-in-class, innovative Client Portal so that advisors can provide clients with an unmatched experience. This requires us to not only enhance the Client Portal with new capabilities, but to also evaluate current functionality based on utilization and user feedback. Due to low usage from clients, the Education Center available from…

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eMoney Tip of the Week: Client Portal Budgeting Basics

The Spending tab on the Client Portal allows your clients’ to create monthly budgets that accurately track their spending through aggregated accounts. Spending is automatically hidden from advisors, so it is important to familiarize yourself with this feature before your client has any questions about creating a budget of their own. How Does it Work? After a…

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