eMoney Tip of the Week: Client Portal Connection Resources

eMoney is currently transitioning to an API based data aggregation strategy. Long term this means you and your clients will gain more control than ever over who can access their sensitive financial data. Your clients will also enjoy a more seamless experience with fewer broken connections.’ This transition won’t happen overnight, we’re working diligently to build relationships and…

Continue reading

eMoney Tip of the Week: Inherited IRAs in eMoney

Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you can provide clients with the right advice. To help, emX is designed to provide you the best possible platform to plan for and illustrate the many different strategies for an inherited IRA.

Continue reading