Basic Analytics Update – New Charts Coming Soon

With analytics, you can make data-driven decisions to differentiate your business and better serve your clients.

On September 18, we’re updating our Basic Analytics platform. We’re rolling out the first set of charts that enhance the insights previously accessible only through our Advisor Opportunity reports.

New charts being added to Basic Analytics include:

Client Mortgages by Interest Rate (New)

With this chart, it’s easier than ever to monitor clients’ outstanding mortgage balances and develop recommendations on how their terms compare to current market conditions.

Client Mortgages by Interest Rate

Vesting & Expiring Options by Date (New)

The Vesting & Expiring Options by Date chart provides an overview of events related to your clients’ stocks. With this information, you can closely monitor upcoming vesting and expiration dates to help your clients determine the best action to maximize their investments.

This chart also provides additional details on the asset name, grant number, and current value of the stock options.

Vesting & Expiring Options by Date

We’re even adding three charts previously only available through Advanced Analytics to Basic Analytics!

  • Insurance Policy Anniversaries
  • Top Clients by Assets Under Management
  • Client by Net Worth

After these charts are released, we will discontinue the corresponding Advisor Opportunity reports on September 25. Learn more about the Advisor Opportunity Report discontinuation here.

Additional Chart Coming Soon

Following the release of the Basic Analytics charts above, we’re adding an additional chart focused on client insurance policies. Stay tuned for more on this chart – coming soon.

Insurance Policies by Client (New)

Does your client have sufficient life insurance? Are both your client and their spouse insured? Answer these questions and more with this chart designed to provide insight into your client’s insurance coverage.

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.