Market Index Data Update Coming Soon


The market index data in your eMoney application will be updated with the latest historical data, as of December 31, 2018, on February 22. When it’s available, follow the steps below to update your indices and model portfolio growth rates. 


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.

Amanda Willigmann

Written By

Amanda is a Bradley Cooper fan who does Client Communications, in that order.