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eMoney Updates Q2 2021

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This April, our releases focus on creating a streamlined and cohesive user experience. We’re releasing the first of our modernized presentation reports, a printable version of the new Longevity Risk report, an enhanced Goals experience on the Client Site, and more.

Join us for the next Product Update webinar on May 4, or keep reading below to learn more about these updates.

April eMoney Updates:

Report Modernization Begins: Online and Printable Reports

Released April 27, 2021

As part of our commitment to modernizing the existing reports and presentations within eMoney, we’ve released the first set of uplifted Reports. This uplift focuses on creating a consistent aesthetic across both the online and printed versions. To achieve this goal we’re standardizing landscape orientation across the updated reports, enabling the addition of your branding to all presentation reports, and updating the tables and charts with new colors and formatting.

This first phase of this initial uplift focuses on the following pages and report families:

  • Cover Page, Table of Contents, Disclaimer Page.
  • Fact Details Report
  • Fact Summary Report
  • Balance Sheet Report
  • Detailed Balance Sheet Report

It’s important to note that this is the first step in the process. We’ll continue to update reports throughout the course of this year starting with our most widely used reports. During this transitional period, you may experience some co-mingling of reports using legacy and modernized aesthetics.

Note: Presentations currently saved to the Vault will not be updated with the new look and feel.

Longevity Risk – Printable Report

Released April 27, 2021

Last month, we released the new Longevity Risk analysis report in Decision Center along with a new planning metric—Confidence Age. This month we’re expanding this enhancement by adding a printable version of the Longevity Risk report to the Decision Center Presentation.

Learn more about Longevity Risk and Confidence Age in this 15-minute on-demand webinar.

Client Site Goals Page Enhancements

Released April 27, 2021

We redesigned the Goals Page on the Client Site to provide a more personalized and streamlined experience for your clients. This enhancement enables your clients to view all their goals details simply and efficiently on a single page.

It also provides consistency between the financial plan visuals and charts that they are already accustomed to seeing throughout other areas of your financial planning experience.

Streamlined Client Connections Experience

Released April 6, 2021

To help you gain a clear picture of the health and status of your connections, earlier this month we simplified the Client Site account view to easily identify connections that may need attention.

Share this guide to help communicate this change to your clients.

Simplified Account View

New color-coded institution statuses will help your clients easily identify connections that they can repair, such as by updating credentials (in red), versus errors that are outside their control, such as institution errors (in yellow).

Example of new Client Site Account View.

Account Filters

Using the new account filters, you and your clients can easily identify connections with errors that are actionable. Clients will even have more insight into manual and advisor-managed accounts.

Filter by:

  • With Errors
  • Manual Accounts
  • Advisor Managed
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Streamlined Connection Repair Workflow

It’s easier than ever for clients to identify and troubleshoot connections with user fixable errors—such as updating credentials, access codes, and security questions.

As opposed to institutional outages and technical issues where there is nothing for them to correct and where we will work with the institution to resolve.

These updates are designed to streamline your clients’ connections experience and reduce their need for your support.

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Black Diamond Integration Client Site Single Sign-on

Released April 27, 2021

In efforts to provide a more centralized experience for Client Site users, we’re adding the ability for clients to access Black Diamond through single sign-on directly from their Client Site.

Here’s how it works

With the Black Diamond integration enabled, go to Settings on your navigation bar and scroll down to Black Diamond under the Integrations menu. Here you will find the option to enable Client Site Single Sign-on.

To enable the integration for all Black Diamond clients, toggle this setting to Yes and click Save.

If you’d prefer to only enable this feature for some clients you can also open the Client Overview and go to Manage Client Website – Integrations. Here you can enable the Black Diamond Wealth Platform Single Sign-on functionality on an individual basis.

Once enabled the client can access Black Diamond in a new window by clicking the icon on their Client Site navigation bar. They’ll be prompted to enter their credentials the first time they access Black Diamond.

Black Diamond is also adding the ability to single sign-on from their platform to eMoney. So once enabled, they can have streamlined access to either platform from wherever they are.

Note: Advisors and Support users viewing the Client Site through impersonation will be unable to access the Black Diamond integration through single sign-on. This functionality is limited to the client login. Clients require their own credentials to access Black Diamond through this integration.

Suggested Help Menu Resources Updates

Released April 19, 2021

Building on last month’s enhancements to the eMoney Help resources, we’re adding even more suggested Help resources for integrations and Reports.

New Integration Help content will include suggestions for:

  • Fidelity 
  • Redtail
  • Albridge
  • Zillow
  • Orion
  • Envestnet

Suggested Help content will also be provided for the following Reports:

  • Cash Flow
  • Ledger
  • Income Tax Report
  • Monte Carlo

2-Factor Authentication Enhancement

Released April 23, 2021

In an ongoing effort to enhance security controls and protect you and your investor data, eMoney is making adjustments to its risk-based authentication engine over the next few months. These updates may lead to a slight increase in 2-factor authentication challenges when logging into eMoney.

For more information on new and upcoming releases, best practices, or eMoney news visit the eMoney Client Blog.