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eMoney Admin Enhancements

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We’re empowering eMoney Admins with new features that improve performance and streamline the user experience.

Keep reading below to learn more about the latest enhancements to our eMoney Admin role.

New Licensed Users List

Released January 28, 2021

We’ve replaced Users with a new Licensed Users list that adds new functionality and has been designed to improve performance while supporting all the legacy functionality you know and love. The first thing you might notice is that we’ve surfaced the Search By criteria to simplify improve visibility and simplify the user experience.

The user list has been streamlined—making it easier to identify the users you’re searching for and User Info, Contact Info, and Entitlement details have been relocated to an expandable drop-down modal. Included in this enhancement is a new copy link that allows you to easily copy the user ID to your clipboard.

In addition, deleted, suspended, and expired users are now identified by badges directly on the Licensed User list. This removed the need to select a specific filter to search for these users.

User Setting – Permissions

User Permissions like the ability to override market indices or growth rates have been relocated from the Basic tab to a new Permissions page access through Edit User link.

New Contacts List

Released January 28, 2021

Our new Contacts List for Clients and Alliance Partners gives firms better visibility into the book of business across the firm. It includes the same enhanced search and list enhancements as Licensed Users with some additional updates to simplify contact management.

The Filters menu allows you to quickly parse contacts by Contact Type (e.g. Lead, Digital, Client, Sample, Alliance Partner) or apply our Clients with Websites Smart Group.

The Contacts list page allows you to Add Contacts on behalf of advisors directly from the eMoney Admin tool including Clients and Leads. You can even set up client websites through the drop-down quick link.

New Improved Contact Usage Report

Released January 28, 2021

Previously known as the Client Usage report the new Contact Usage report adds user experience updates, new data, and enhanced export functionality.

New data report data includes:

  • Contact Type
  • User Name
  • User ID
  • Zip Code

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