Dreams Everyone has them but not everyone achieves them, which is where you, the financial advisor, can make a world of difference. Starting a conversation with a client about goals and desires can be difficult, especially as it requires them to trust you completely. It’s one thing for them to share their bank statements and…
Now you can provide your clients with even more insight into their risk scores by integrating Riskalyze with their Client Portal. This update gives you the option to add Riskalyze’s industry’s leading risk alignment tool to the Home Page of the Client Portal. When this feature is enabled, clients linked to Riskalyze will see their…
Foundational Planning allows you to establish planning-led relationships with more clients. With our latest enhancement, you can now easily demonstrate the impact of an asset reallocation strategy on a client’s overall plan and its probability of success. How does it work? To get started using the new Asset Reallocation technique, select your client and navigate to the Planning page….
Now you can more accurately capture deductions for Qualified Business Income (QBI) on Earned Income. Last year, we added the ability to capture QBI deductions under the new tax law, via a 20% Pass Through Deduction when Pass-thru enabled was set to Yes on Business Interests. Building on the work from last year, we’ve expanded your ability to capture these…
This May, we’re standardizing the definition of investments across the Advisor and Client Portals to create a consistent eMoney experience. This update will further help you provide insight into your clients’ accounts and enable them to easily monitor all of their investments and accounts. The new definition of investments that will be applied across both…
Taxes are one of the most complicated aspects of eMoney’s planning simulation. Each year we update our tax assumptions to account for any new tax laws (for example tax code changes stemming from the Tax Cuts and Jobs Act) and adjustments to existing laws (contribution limits, AGI phase-outs, tax brackets, etc.). If your tax projections…
Because technology is commoditizing many of the services you offered clients, financial planning is emerging as a source of value. Watch the webinar below to learn how you can: Simplify routine investment tasks with innovative tech solutions Customize your service to meet your clients’ financial goals Grow your business in a scalable way
