September 2020 Product Updates

In response to your feedback, we’ve streamlined the process of correcting inaccuracies in your client’s net worth history. Unlike the previous process, which required assistance from eMoney Client Support, our new Net Worth History page allows you to easily review and correct any inaccurate historical net worth data.

We’ve also updated the Decision Center with Single Monte Carlo option, added support for retirement and brokerage accounts to the Citibank Online API connection, and much more.
Check out our September release notes for more information.

• Easily Edit Inaccurate Net Worth History
• Decision Center – Single Monte Carlo Trial in Lifetime Portfolio Value
• Citibank Online Connection Update – Retirement and Brokerage Accounts Now Available for Aggregation
• Password Complexity Update
• TD Integration Enhancement Vault Linking
• SEI Integration SSO Update
• Advisor Branded Marketing Compliance Site End of Life (Coming Soon)
• Cash Equivalents Renamed to Cash Alternatives (Coming Soon)