What is the Connection Resource Center?

You can find connection resources in a variety of ways — The Knowledge Base, the eMoney blog, a call into customer service, but have you checked out the Connection Resource Center? The Connection Resource Center provides all the information you need. It’ll keep you and your clients informed as we transition the top client connections to API-based data aggregation and…

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Account Management FAQs

The Frequently Asked Questions (FAQ) module, available in The Knowledge Base, is an interactive document that provides answers to the most common questions received by eMoney’s Client Services, Financial Planning, and Data Services teams. We’ve recently added Account Management FAQs to help you manage and update your eMoney account. They’ll provide you with contact information and next…

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Fact Entry – Available in Year Field

The first step of the eMoney financial planning experience is entering your client’s data. On a client’s overview page, you’ll use Facts to build out your client’s current situation.Because these Facts will be the foundation for their financial plan, you’ll want to make sure they are as accurate as possible from the start. The often misused Available in Year field is available when…

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Monte Carlo – Miscellaneous Assumptions

Many advisors use Monte Carlo in Goal Planner, Decision Center, and reports to show a client their plan’s probability of success. However, you may not realize how a couple of options under your client’s Advanced Facts > Miscellaneous Assumptions can impact a client’s Monte Carlo results. Today, let’s look at: Monte Carlo Affects Mortality Minimum Asset Level for…

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