eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime. Making financial…

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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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