This January, we’re releasing updates to some of our most popular features, including Monte Carlo, Lead Capture, and Foundational Planning. Many of these updates were driven by user feedback through our Request a Feature page.
What’s New and What’s Next with eMoney
- Monte Carlo Client Portal Option (Coming Soon)
- Monte Carlo Asset Spread Report
- 2020 Annual Tax and SECURE Act
- Lead Capture Disclosure Text Update
- Presentation Name and Title Workflow Changes
- Foundational Planning: Redesigned Income Page and Retirement Goal Enhancements
- Black Diamond Integration Available to Support Users
Questions? Give us a call at 888-362-8482 or send us an email.