We’ve added one of the most popular feature requests, giving you the ability to set and manage alerts for your entire client base in one click. With the new Save For All Clients button, we’ve streamlined the process of managing Client Alert email delivery settings. Now you can change delivery settings for all clients across a given…
By offering secure, reliable account aggregation, firms can create engaging experiences that deliver long-term value to advisors and clients. But to best serve their clients, advisors need to address their concerns about data security and privacy. And ensure that aggregators’ data practices address those concerns.
Due to low usage and lack of transparency into the results, making it difficult to ascertain the actual longevity being assessed and therefore adequately convey results to clients, we’ve decided to discontinue the randomize death option within Monte Carlo setting on November 20.
With end of year meetings coming up, you may want to start planning 2020 with your clients. The Simulation settings within Miscellaneous Assumptions, allow you to change the underlying assumptions of your client’s cash flow simulation. With just a few changes to the settings, you can adjust when the cash flow starts based on the…
As a result of attending the eMoney training, Baker & Associates is able to more effectively apply eMoney’s capabilities.
Teams of financial advisors and eMoney product developers collaborated on product solutions, producing prototypes to test during Summit.
eMoney Advisor today announced the launch of eMoney Access, an API solution that provides access to planning, client fact data, document storage and other features found within the eMoney platform.
eMoney Advisor today kicked off Day 1 of the 2019 eMoney Summit, the industry’s premier event for planning-led financial advisory professionals, at the Fairmont Hotel in Austin, Texas.