1. Client Experience Team
Since the release of emX, we’ve been working hard to meet the skyrocketing demand for our industry-leading support. Not only are we doubling the size of our support staff, but we’ve also created the eMoney Client Experience team to ensure you get the most out of your eMoney subscription. Whether you’re a seasoned veteran or just starting out with our platform, our Client Experience team is staffed with experts and certified professionals whose goal is to help you every step of the way. Visit our client support page to learn how they can help you today.
2. Auto-Calculation of State Income Tax
emX now automatically updates all State Tax calculations within our system to reflect individual state laws and assumptions, making your financial plans even more accurate. Now you can spend less time researching tax codes and more time helping clients reach their financial goals. Check out our Tip of the Week to learn how to get started.