Clik here to view.
New Advanced Analytics Chart: Scenarios – Coming Soon
Earlier this month, we released the Presentations chart – the first in a series of planning-focused charts developed based on your feedback. Next in that series, and being released soon, will be the...
View ArticleClik here to view.
Vault Updates: Enhanced Uploads, Search, and Visibility – Coming Soon
Next month we're updating your vault functionality, to provide a more modern and streamlined process for uploading and managing you and your client's important financial documents. The post Vault...
View ArticleClik here to view.
Activate Client Engagement: Client Website Goals & Homepage Redesign Released
Modern investors expect a user-friendly and streamlined personal financial management experience. If they can’t easily track their progress toward their goals and visualize how their goals impact their...
View ArticleClik here to view.
Vault Updates Are Now Available: Enhanced Uploads, Search, and Visibility
You and your clients can now enjoy a unified Vault experience, simplifying the process of organizing their financial lives by creating an even easier process for securely sharing and accessing files...
View ArticleClik here to view.
Interactive How-To’s Coming to the Client Website
Next year, we're releasing How-To's on the Client Site to help improve how your clients learn to navigate and use the features and capabilities of their Client Site. With How-To's your clients will...
View ArticleClik here to view.
New Advanced Analytics Chart: Login Frequency
How did companies like Amazon, Netflix, and Uber become leaders in their industries? They harness the power of analytics to create meaningful customer experiences and provide the necessary tools for...
View ArticleClik here to view.
NEW Box Integration Coming Soon to eMoney
Our latest integration provides easy access to Box online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams...
View ArticleClik here to view.
Fidelity WealthscapeSM Integration – Resource Center
eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with...
View ArticleClik here to view.
Vault Enhancements: Upload Folders & Alliance Partner Updates
With the latest Vault enhancements, we’ve made it even easier to upload and manage the files that are most important to you and your clients, while making the Vault more intuitive and easier to use....
View ArticleClik here to view.
Client Management Update: Demote and Promote Clients
Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may...
View ArticleClik here to view.
Interactive How-To’s Coming to the Client Website this January
We know that your clients’ experience with you and your staff is just as important as their experience with the technology you offer. And with new features like the new Goals tab and redesigned Client...
View ArticleClik here to view.
Fidelity WealthscapeSM Brokerage Alerts Coming Soon
Beginning February 20, 2018, Advisors who integrate with Fidelity WealthscapeSM can offer their traditional clients access to Client Site Brokerage Alerts. In an effort to create a more uniform and...
View ArticleClik here to view.
Tamarac Integration Released
To succeed in today’s competitive market, you need a robust technology stack. It has to be all-encompassing, from financial planning, risk profiling, and performance reporting, to client relationship...
View ArticleClik here to view.
Train Your Clients with NEW Client Portal How-To’s
With the Client Portal, your clients can view their entire financial landscape in a single, consolidated user experience. For most clients, it makes managing their wealth easier and more convenient....
View ArticleClik here to view.
Client Mobile Experience Update Coming Soon
With more than half of the world’s web traffic now coming from mobile phones, a seamless mobile experience is a must-have for businesses who want to stay connected with clients. And with the growing...
View ArticleClik here to view.
Tax Updates March 14 Release
The March tax law updates, including the remaining tax laws eMoney handles, a new designated Tax Assumptions area in the Advanced Fact Finder, and an update to the previously released Alimony Deduction...
View ArticleClik here to view.
Advisor Marketing Update: Newsletters and Custom Emails
The latest enhancements to Advisor Branded Marketing make it even easier to stay in touch with clients and to create even more targeted and relevant communications from within your marketing platform....
View ArticleClik here to view.
Charles Schwab Integration Releasing March 30
eMoney announces a new brokerage integration with Schwab Advisor Center®that enables advisors to work seamlessly between the two platforms. Developed to fit your workflow, and releasing March 30, the...
View ArticleClik here to view.
New Tax-Related Features
This product release includes functionality that adds flexibility and creates new opportunities to start conversations with your clients regarding the Tax Cuts and Jobs Act. Check out our eMoney Update...
View ArticleClik here to view.
Lead FeedSM: Connect with Investors Today
As a financial advisor, growing your business is a top priority. But finding the time to network with prospects and cultivate new clients can be difficult. As part of our commitment to help support...
View Article