Fact Details, Income & Savings and Fact Summary Report Update: Contributions

We’re providing greater visibility into Contributions and Savings Flows within your clients’ financial plans by adding Contributions to your Income & Savings reports within Fact Summary, Fact Details, and all planning tool presentation templates (for example, Decision Center).

This enhancement is based on your feedback. It builds on the work completed last year that allowed that allowed you to create contributions for more account types instead of transfer flows. This enhancement makes it easier to report on all amounts a client is saving, not just the transfer flows.

See below for screenshots of the new Reports with the updates highlighted:

In your Fact Summary – Income and Savings report, Savings and Contributions are now included as an additional table.

And we’ve done the same in your Fact Details – Income & Savings report.

Lastly, the Income and Savings report found in Decision Center, Goal Planner, and the Basic Fact Finder will contain a single table that combines all Contributions and Transfer Flows.

Log in and check out the updated Reports today!

 

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.