eMoney Market Index Data Updated


The market index data in your eMoney application has been updated as of September 30, 2017. If you’d like your model portfolio growth rates to be calculated based on the latest data, follow the steps below.


To update the market indices across all clients:

  1. Select More, then Investment Assumptions
  2. Click the Model Portfolios link on the left
  3. Select the Market Indices tab
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update Advisor Assumptions or Update All My Clients

redo-market-index-update-v2


To update the market indices for a single client:

  1. Select the client
  2. Click Facts, then select Advanced
  3. Go to Assumptions, then Investment
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update This Client Only or Update All My Clients

update-single-client-indicies


If you have any questions regarding this process, feel free to send us an email or give us a call at 888-362-8482.

 

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-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.