Discover the latest eMoney advancements, highlighting the upcoming release of Monte Carlo configurability, the ability to now sync Client Portal users to the facts, and our Q2 commitment to connections.
For more information on these updates, check out the video below or sign up for the latest product update webinar.
⚐ REQUESTED FEATURE
Coming Soon
Create a more consistent experience among the reports that display Monte Carlo upside and downside outputs including Monte Carlo Summary, Asset Spread, Progress, and other reports listed below.
How Does It Work?
What Reports Are Impacted?
Released April 23
Enable seamless synchronization between client portal users and client facts, ensuring clarity on primary and additional users for each financial plan.
How Does It Work?
After inviting a primary user, additional users are designated as Secondary Website Users and can be added by clicking the Add User button.
You can now seamlessly select existing individuals from the Facts section or add new users.
By choosing from the dropdown, you can quickly associate users with existing facts, streamlining setup and ensuring accurate synchronization between the client website and facts data.
You can easily add secondary users who are not yet in the Facts by selecting the corresponding option in the Add User flow.
Once the invitation is sent, the new user is instantly synced with their corresponding fact, simplifying management on the Manage Client Website page.
Please note: Existing clients won’t be automatically linked to a fact. You will initiate this change yourself, while new clients moving forward will follow this new process.
Updated April 2024
In the 2024 T3 Advisor Software Survey, eMoney maintained its position as the top aggregation tool provider for the fourth consecutive year. We remain committed to delivering exceptional service, stability, and security.
Establishing and maintaining connections is critical to creating a seamless financial planning experience for you and your clients.
Recent Additions:
Since the start of the year, we’ve integrated 147 new sources, responding directly to top requested connections, including:
You can continue to expect the most streamlined aggregation experience to fuel your financial planning process.
To learn more about the connections available, check out the Help menu resource: Your Guide to Data Aggregation.
Released April 23
To simplify the review of reports with your clients, we’ve reordered all income streams chronologically by the income start date.
This change is represented on all reports displaying income data:
Coming Soon
Soon, your Estate Flow Chart and Detailed Estate Flow Chart reports will be updated with improved aesthetics and readability—consistent with our other enhanced reports.
These enhancements are part of our ongoing commitment to modernizing existing reports and presentations within eMoney to provide a clean, updated experience.
Where will these updates be visible?
These enhancements will be visible in the online and printed presentations within Plans and Reports.
For more information on new and upcoming releases, best practices, or eMoney news visit the eMoney Client Blog.