When it comes to technology, your clients’ expectations have skyrocketed. So this year – like most years – we made it our mission to deliver the technology that helps you offer a unique, personalized and secure experience to your clients. A technology that evolves just as quickly as your clients’ needs do.
Be sure you’re using this year’s most impactful enhancements by checking out our recap. And stay tuned for more on what’s to come in 2018!
Modernized Client Experience
The redesigned Client Homepage and new Goals tab put the information your clients need most front and center.
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Client Site Goals & Homepage Redesign
Featuring a modernized, user-friendly, and streamlined interface, the homepage of the Client Portal has been redesigned to deliver an enhanced personal financial management experience for your clients. Click here to learn more or sign up for our Client Site Release Recap webinar on January 24 at 2pm ET.
Vault Updates: Drag and Drop, Search, and Sharing
We’re unifying the Advisor and Client Vault experiences while adding new functionality that will make the Vault more intuitive and easier to use. Click here to learn more or sign up for our Vault Release Recap webinar on January 10 at 2pm ET.
New Client Alerts
Simplify client communication around new Vault documents and assigned tasks with our new client Alerts. Click here to learn more.
Advisors and clients both benefit from 2-Factor Authentication – an additional layer of security to the standard account log-in process.
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Advisor & Client 2-Factor Authentication
2-Factor Authentication (2FA) adds an additional layer of security to your account log-in process, strengthening the security of your account by requiring two methods of verifying your identity. This release added advanced authentication technology for you and your clients as an additional security measure. Listen to our recorded webinar or learn more about Advisor Site 2FA or Client Site 2FA on the eMoney blog.
Advisor Site Enhancements
With performance enhancements that help your Monte Carlo simulation run more efficiently, new Advisor Alerts, a restyled Needs Analysis platform and more it’s even easier to show your clients the benefits of a true financial plan.
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Tax Type Breakdown Report
What’s your client’s current tax allocation? How could it change over time based on your advice? With Roth accounts becoming more common than ever, helping your clients attain a healthy tax diversification with their investments can be invaluable to their financial plan. Click here to learn more.
Restyled Needs Analysis
We restyled the look and feel of our Needs Analysis tools. Learn more about how to use Needs Analysis to do simple planning. Click here to learn more.
Monte Carlo Performance Enhancements
We’ve reduced Monte Carlo processing requests by over 30% with our new caching feature. Click here to learn more.
Roth IRA Contributions Tab
The Contributions tab has been added to Roth IRA accounts across eMoney, simplifying the process of scheduling contributions throughout your client’s lifetime. Click here to learn more.
New Fact Finder Field: Fiduciary Approach
A new field has been added to the Basic tab of select qualified accounts in the Fact Finder, allowing you to specify the fiduciary approach.
Monte Carlo Stress Test in Decision Center Presentation
By popular request, the new Monte Carlo Stress Test report was added to the Decision Center Presentation. Allowing you to demonstrate the impact of recommendations through the Decision Center then immediately create a deliverable for your client that includes their stress test results. Click here to learn more.
New Advisor Alert
Information is power. This month, a new Client Made Fact Changes Alert, will notify you if clients have made changes to their base facts. Click here to learn more.
eMoney Knowledge Base Update – Advanced Planning Videos
New Advanced Planning videos have been added to the eMoney Knowledge base to help you and your support staff learn how to create nuanced financial plans. Click here to learn more.
Vault Folder Uploads and Alliance Partner Updates
With the ability to upload folders and all their contents directly to the eMoney Vault, managing you and your client’s documents has gotten even easier. Click here to learn more.
Manage Integration Clients Button
To make it easier for users to go from the Clients drop-down list to the Manage Clients integration page, we’ve added a new Manage Integration Clients button on the Client Page. Now you can move immediately from your Clients list to managing any of your integration clients.
New and Updated Integrations
Integrate seamlessly with Wealthbox, Box, Black Diamond, and more.
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Black Diamond Integration Released
Our new Black Diamond integration offers single sign-on functionality, client importing, linking, and the ability to send client QPR’s directly the client Vault. Click here to learn more.
Wealthbox Integration Released
The Wealthbox CRM integration will help advisors keep track of internal staff activity, while staying aware of clients socially. Wealthbox CRM is designed to enable modern and effortless, collaborations with your clients. Best of all, clear design and intuitive workflows allow new users to become proficient quickly without extensive training. Click here to learn more.
Box Integration Released
Now you have easy access to Box online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams without compromising the security of your documents. Click here to learn more.
Fidelity WealthscapeSM Integration Updates
In 2017, we released multiple updates to the Fidelity WealthscapeSM integration, including:
- The ability to assign and receive Tasks reminders to complete account actions on behalf of a client. Click here to learn more.
- Client access to all their Fidelity Traditional and Digital accounts all in one place.
- Click here to learn more.A simplified account opening process or advisors who use the WealthscapeSMClick here to learn more.
While only four reports were available before, the Envestnet integration now provides visibility into all reports within your Envestnet platform. These reports can be accessed from the Client Overview – Reports – Envestnet Reports. Envestnet integration users now have Vault and reporting capabilities to create a truly seamless integration experience. By request, we’ve also added the ability to rename your Envestnet Vault folder. Click here to learn more.
When viewing an Orion report in eMoney, you now have the ability to send the report directly to your eMoney Vault. Simply click Send to Vault in the top right corner of the screen when viewing a report Orion report in eMoney. By request, we’ve also added the ability to rename your Orion Vault folder.
We’ve released three new updates to the Riskalyze integration this year.
We implemented a change that will allow Risk number(s) to be visible to Support users, including Assistants and Planners, that have clients shared with them by an Advisor. Note that clients must be shared in Riskalyze as well as eMoney in order for the Risk Number to be visible.
We also added an update that allows you to send three new types of account values to Riskalyze that were not previously included. The updated Riskalyze integration takes the following accounts into consideration:
- Individual cash accounts
- The cash balance within any accounts
- Any designated cash holdings with no ticker or CUSIP
In addition to the ability to send cash account information to Riskalyze, we also brought the experience of managing clients imported from the Riskalyze integration in line with the standard integration client management process.
12+ charts released to Advanced Analytics offer insights into everything from your client’s Vault usage to their insurance policies so you can run your business more efficiently.
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Interested in learning more about Advisor Analytics? Click here to see a preview or schedule a demo.
Advanced Analytics Net Worth Insights
Take your analytics capabilities to the next level with new insights into your clients’ net worth. Click here to learn more.
Advanced Analytics Fiduciary Charts: Retirement Assets
We’ve added new Fiduciary Charts, including Retirement Assets Under Management, and Retirement Assets Held Away, to help you prepare for the DOL Fiduciary Rule. Click here to learn more.
Advanced Analytics Fiduciary Chart: Fiduciary Coverage
We’re adding a new Fiduciary Chart, Fiduciary Coverage to help you keep track of the essential data points you need to ensure all the fiduciary facts are being considered. Click here to learn more.
Advanced Analytics Insurance Charts
Get ahead of your business with greater visibility into life insurance policies and liabilities. Latest charts include Liabilities Under Management by Institution and Life Insurance Policy by Anniversary. Click here to learn more.
Advanced Analytics Charts: Life Insurance and Liabilities
Get ahead of your business with greater visibility into life insurance policies and liabilities. Click here to learn more.
Advanced Analytics Chart: Presentations
Check out the first planning-focused chart designed to help improve your visibility into presentations across clients. Click here to learn more.
Advanced Analytics Chart: Scenarios
This planning-focused chart is designed to help improve your visibility into advanced planning scenarios across your clients. Click here to learn more.
Advanced Analytics Chart: Vault
With the latest Advanced Analytics chart, gain visibility into Vault usage across all clients at a glance. Click here to learn more.
Advanced Analytics Chart: Login Frequency
The latest chart is designed for advisors and office managers to quickly gain insight into how their clients behave on the eMoney client portal. Click here to learn more.
Basic Analytics on emX® Select
emX® Select Platform users can now access Basic Analytics capabilities as part of their regular subscription. Click here to learn more.
Updates to Classic Analytics
As a result of our recent Advanced Analytics product release, Classic Analytics users will notice a few changes to our basic Analytics platform. Click here to learn more.
A new Advisor Branded Marketing platform, including thousands of new pieces of content including videos, articles, infographics and more, and the newest Lead Capture functionality simplifies your marketing processes.
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Interested in learning more about Advisor Branded Marketing? Click here to see a preview or schedule a demo.
NEW Advisor Branded Media Marketing
For everything, you need to know about pricing, new available content and functionality, and how the Advisor Branded Marketing can take your marketing to the next level, click here or sign up for our Advisor Branded Marketing Release Recap webinar on January 31 at 2pm ET.
Streamline Lead Management with Lead Capture
A new and simple way to reach, capture, and qualify leads is coming to your eMoney dashboard. Stay tuned for more information. Click here to learn more. or sign up for our Lead Capture Release Recap webinar on January 17 at 2pm ET.
Marketing Campaign: This is 60
By age 60, Baby Boomers have seen a lot of life and acquired a need for more sophisticated wealth management as a result. Our campaign targets this key demographic with content that is uniquely positioned to speak to the needs and challenges of Baby Boomers. Preview the campaign content below:
- Preview Your Greatest Assets video
- Preview Decoding Advisor Designations article
- Preview Leaving a Legacy Video
- Preview Social Security in Our Time infographic
- With 3 additional pieces of content releasing next January!
Marketing Campaign: Next-Gen Investors
This campaign focuses on Next-Gen investors, including a video designed to help Millennials by providing basic retirement savings education and an infographic that helps them relate their retirement savings with their peers. Click here to learn more.
New Video: Your Greatest Assets
Sometimes it helps to know someone is in your corner. This video details the complexities of a typical Boomer’s wealth management needs and shows how you can put a plan in place to help manage every aspect of their financial life. Preview Your Greatest Assets Now.
New Video: What It Means To Be A Fiduciary
With the DOL rule in the headlines, your clients have probably heard the term “Fiduciary” used almost daily. But do they know what it means?
With this video, your clients will understand the high standards fiduciaries are held to —from understanding their financial goals to providing objective and unbiased advice. Click here to learn more.
New Video: You Got This!
Your clients are consumed with their busy day-to-day lives. The last thing they want to do when they get home from a hard day at work is sit down and figure out their finances. But that doesn’t mean it’s not important to them.
With this video, You Got This!, you can give your clients the peace of mind they need to understand that their finances are safe in your hands.
New Video: #Goals
For your clients, being wealthy isn’t about a number – it’s about the bigger picture. Being able to enjoy their lives with the people who mean most to them.
New Video: Lead Capture
If you haven’t started using the latest enhancement to connect with investors online, don’t worry – we’re here to help! While Lead Capture is available to everyone, Advisor Branded Media subscribers have access to premium content that will help you further attract and engage new prospects.
With the latest ABM video, Get Started, show prospective clients that setting financial goals and working with a financial advisor is easier than they think. Preview Get Started Now.
New Video: Goal Planning
Whether your clients’ dream of elaborate vacations or simply a stress-free retirement, show them how a financial strategy can help them meet their goals. Preview Goal Planning Now.
New Video: Graduating into Financial Freedom
College graduation is a time of new beginnings and new financial responsibilities. But the truth is, many young adults just graduating from college are often under-prepared for the “real-world.”
Help new college grads get off on the right foot financially with the money management tips in this video: Graduating into Financial Freedom.
As part of eMoney’s Fiduciary Framework, our Advisor Assurance product gives advisory firms the head start they need through the documentation and archival of key advisor-client interactions throughout the entire financial planning process.
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Interested in learning more about Advisor Assurance? Click here to see a preview or schedule a demo.
Our comprehensive compliance tool is designed to ensure your firm does not miss a single detail, thanks to automatically archived account changes. Click here to learn more.