Decision Center Cash Flow Overview: Custom Years View 

Expanding on the recent Decision Center updates, we’ve added a new Custom Years setting for the Cash Flow Overview chart. This makes it easier than ever to zoom in on the time periods that are most important to your clients.

Custom years can be selected through the time frame menu or an interactive slider on the Cash Flow Overview chart.

The slider also has life event indicators for retirement and first death to provide much-needed context for custom time periods.

Stay tuned for even more Decision Center updates coming soon!

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.