While this tax season may be over, you can still work to reduce your client’s tax burden for next year.
This month we’re releasing a wide range of updates to our Advisor Analytics platform, including a new chart, multiple enhancements to our Liabilities charts, and a new field in our Client Export template. New Chart: Clients By State The new Clients by State chart makes it easier than ever to break out your clients into targeted groups…
By popular request, the latest enhancement to our Investment Assumptions streamlines the process of managing and ensuring the accuracy of your client holdings — creating a consolidated process for managing the underlying assumptions that power eMoney’s simulation.
eMoney, a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.
Now you can quickly demonstrate the relationship between inflation increases and annuity income by modeling cost-of-living-adjustment (COLA) riders for immediate annuities in eMoney.
Because we know how important your clients are to you, we strive to help you build and maintain successful client relationships! Clients find the Client Portal valuable because it helps them to organize and monitor data, and collaborate on their financial plans. However, your client may need assistance when getting started to make the most out of their…
The new Spending Goals Report makes it easier than ever to show your clients their likelihood to achieve their goals.
DVI needed a dynamic solution that gave clients a unique portal and interactive system to use, and provided advisors with exceptional financial planning software capable of producing the rigorous reporting the firm required.