New Investment Assumptions – All Holdings Page

The latest enhancement to our Investment Assumptions streamlines the process of managing and ensuring the accuracy of your client holdings — creating a consolidated process for managing the underlying assumptions that power eMoney’s simulation.

The new All Holdings view, available for advisors, allows you to easily identify all your clients with holdings under a specific Ticker or CUSIP and, if necessary, update the holding’s underlying Asset Class or Sector.

With the new All Holdings page, you can:

• Filter
• Search by client (First or Last Name)
• Search by ticker, CUSIP, or description
• View all holdings by total value
• View number of clients impacted
• View and edit asset mixes
• Edit asset classes and sectors
• Filter to unclassified holdings only

Check out a quick preview of the new page below or log in and go to Investment Assumptions > All Holdings to get started using it today.

Note: Delegates have the ability to manage investment assumptions on behalf of the advisor through a delegate-only Manage As drop down option on the top-right of the page.

Questions? Give us a call at 888-362-8482 or send us an email.