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Learn MoreAt eMoney Advisor, we believe technology should support financial advisors, not replace them—so we’re always tinkering, improving and upgrading everything we do. That’s why we’ve released over 80 updates to the eMoney software so far this year!
In case you missed our original announcements, or need a quick refresher, see below for a list of our most impactful upgrades that released so far in 2016.
Annual Tax Updates
Every year the eMoney planning team adjusts our Tax Assumptions to keep your financial plans accurate and efficient.
Client Website New Look and Feel Phase 1
Early this year, we started to release phases of our reimagined client portal, designed to help you make stronger, more powerful relationships with clients.
View full look and feel blog post. Or, for more on what we’ve already released, and what’s coming soon to the client experience, click here.
Support for Health Savings Accounts
On February 23rd, we added the ability to integrate the HSA account type into your clients’ existing plans and reports.
New PreciseFP Integration
With this integration, users of both systems can easily export client and prospect data from PreciseFP into eMoney. Allowing them to seamlessly send their PreciseFP data into eMoney, saving valuable time and simplifying the data entry process.
View Full Blog Post or Access Webinar Recording
In-Active Client Site Clean-Up
Clients now have a 30-day window to log into their client website for the first time.
View Full Blog Post or View Client Email Template
Support for Internet Explorer 8 Discontinued
In order to continue to provide the best possible user experience, Microsoft discontinued support of the Internet Explorer version 8. Following Microsoft’s lead, eMoney also discontinued support on March 1st, 2016.
Social Security updated to align with Bipartisan Budget Act of 2015
We updated our Social Security Cash Flow model on Tuesday April 19th, to align with the changes in the law that went into effect on April 30th, 2016.
View Full Blog Post or check out this FAQ created by the eMoney Planning Team.
Update to Monte Carlo’s Definition of Success
We’ve upgraded the way our Monte Carlo simulation determines success ensuring even more accurate projections.
New Advisor Branded Media Video: Personal Portfolio
Use the latest Client Education video, Personal Portfolio, to help your clients understand how the best security to invest in, is their loved ones’ financial education.
View Full Blog Post, learn more about Advisor Branded Media or subscribe here
The New Client Organizer
The client website Organizer was updated on May 6th, to provide a more intuitive and personal client experience.
View Full Blog Post, or Client Email Template, Suggested Social Media Posts, Client-Facing PDF, or our Post Release FAQ.
Client Site Document Suggestions
Go beyond the Vault Checklist by creating Vault document suggestions inside the client site Organizer.
New SEI Integration (available to select SEI users)
Our new integration with SEI has been designed to add efficiencies to your workflow and create a seamless way to navigate between platforms.
New Advisor Branded Media Video: Business Planning
With our new Advisor Branded Media video: Business Planning, you can show your clients how they can ensure their businesses continue to thrive even after they step away.
Holding Sectors Updated
We updated our holding sectors to align one-to-one with Morningstar.
Planning Enhancements
We’ve expanded where the “Available in Year” field is available. We added the field, which exists today in Advanced Planning, to the Fact Finder. This now gives you the ability to define a new item in the Fact Finder, such as an inheritance, that does not actually exist for the client/spouse until a future year.
Client Site Self-Registration
Streamline your onboarding process by allowing your clients to register for their own client websites.
View Full Blog Post or View FAQ
Riskalyze Integration Updated
Export accounts from eMoney to Riskalyze quickly and easily.
Client Tasking
Making sure your clients stay on top of their financial to-do list will never be easier.
View Full Blog Post or View FAQ
Planning Enhancements
A field has been added into the Advanced Fact Finder allowing you to set an index rate for fixed dollar amount contributions to qualified retirement plans.
Improved Connections Search
The search function for connections has been improved to include the ability to search for aliases or common misspellings.
The Knowledge Base & How To’s
We’re proud to introduce The Knowledge Base and How-To’s, combining the resources of emX University with interactive training and on-screen guidance to help you complete even the most complex tasks in eMoney quickly and efficiently.
Self-Registration Invitation Email Update
The Client Website invitation email has been updated to include the name of the Advisor, Planner, or Assistant who initiates the email. When sent by a Planner or Assistant the client will be invited on “behalf of” the Advisor who owns the client in the system.
New Video: Healthcare Planning
With the complexity of insurance network coverage and changing health care laws, unexpected medical bills are a growing fear for many of your clients.
Liabilities Under Management
An “Under Our Management” field was added to liabilities in the Fact Finder on September 1st.
Fidelity Platforms Integration
eMoney and Fidelity came together to create the Fidelity Platforms integration offering advisors a truly integrated wealth management platform with access to both Streetscape and Wealth Central brokerage platforms. With the Fidelity Platforms integration, advisors can quickly build their business in eMoney and automatically link the accounts under their management.
RSA Two-Factor Authentication
For those using the Fidelity platform integration, we’ve incorporated RSA two-form factor (RSA 2FA) authentication technology into our existing security measures. RSA Adaptive Authentication is a complete fraud detection platform that uses a dynamic risk and rules-based approach to identify high-risk behaviors and initiate an additional layer of protection. RSA 2FA is coming to non-Fidelity users later this year.
New Advisor Branded Media Video: Speed of Access
This video illustrates how, by giving your clients a view of everything they own from a single, secure portal, they’ll have answers to their important financial questions. And more importantly, they can find answers quickly, allowing them to focus their time on the things that really matter in their lives.
Set Advanced Fact Finder as Default
To increase ease of use and your advisor experience we’ve added the ability to set the Advanced Fact Finder as the default facts page. Simply go to your Settings on the Advisor Navigation bar and select the General tab to adjust the settings.
Advanced Analytics – Advisor Analytics Pro & Office Analytics
Knowledge is power. Now, you can gain never-before-seen insight into your practice and firm with our brand new Advisor Analytics Pro and Office Analytics solutions. Featuring a customizable Analytics dashboard, expansive library of new and interactive data charts, and more, our Advanced Analytics solutions will help you put your data to work and uncover more opportunities.
Easy Client Onboarding and Financial Priorities
Our new digital Onboarding experience is available now! With automated Onboarding, your clients will have an intuitive and streamlined process for setting up their personal financial websites. They can even create their own custom Financial Priorities. Stay tuned for more information.
Set Advanced Fact Finder as Default for Support Staff
Last month we added the ability for advisors to set the Advanced Fact Finder as the default facts page. On November 10th, we’re bringing the same increased functionality to Assistants and Planners. Simply go to your Settings on the Navigation bar and select the General tab to adjust the setting and set your default page.
