Advisor Analytics Update: New Charts and EOL

Joseph Pearson New Release Information, Product Updates

With the latest enhancement to the Fiduciary Rule chart, you’ll have even more insight into your clients’ contributions to their retirement assets. This update adds two new columns for Employee Contribution and Employer Contribution.

Impacted charts include:

  • Fiduciary Rule – Retirement Assets Held Away
  • Fiduciary Rule – Retirement Assets Under Management

As part of this release, all Advisor Reports have been transitioned to the Analytics dashboard and the remaining reports will be discontinued on December 3. Advisor Reports scheduled for end-of-life include:

  • Opportunities – Excess Qualified Money
  • Opportunities – Excess Cash Balance
Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.