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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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,…

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