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The Definition of Investments Has Been Standardized
We standardized the definition of investments to create a consistent experience between the Client Overview and Client Portal (Home and Investments pages). This change included updates to the values...
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Cash Flow Overview Available in Decision Center
The Decision Center is designed to help you collaborate with your clients and demonstrate how their decisions impact their financial futures. With the new Cash Flow Overview, you can increase the value...
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Client Assumptions Update: All Holdings
Now it’s easier than ever to manage holdings on an individual client level. Building off our recent release and based on your feedback, we added the All Holdings page to the Advanced Fact Finder. So...
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Coming Soon: Pre-Retirement and All Years View in Cash Flow Overview
The next enhancement to the Cash Flow Overview will give you the ability to define what timeframe is used in the chart: pre-retirement years only, retirement years only, or all years. The post Coming...
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Client Portal Transactions Enhancements Coming Soon
In this update, we're implementing Advisor's top suggestions for the Transactions area of the Spending tab - improving usability and expanding filtering capabilities. The post Client Portal...
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Enhancements to Foundational Planning: New Plan Summary Page and Retirement...
Our latest enhancements to Foundational Planning help you deliver more plans to more clients, more efficiently. New Plan Summary Page With our new Plan Summary page, we’ve made it easier than ever to...
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Now Available: Life Insurance Gap Analysis in Foundational Planning
We are making it easier than ever to deepen your client conversations. With the new Life Insurance Gap Analysis in Foundational Planning, you can demonstrate if your clients’ current life insurance and...
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Enhanced Chat Support
We know that when you need information, you need it now. That's why we're upgrading our live chat functionality making it easier than ever to get the in-app support you need—when you need it. The post...
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Decision Center Update: Pre-Retirement and All Years View in Cash Flow Overview
The latest Decision Center enhancement gives you the ability to define what timeframe is used in the Cash Flow Overview chart: pre-retirement years only, retirement years only, or all years. The post...
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Analytics Update: Top Integrations by Advisors
The latest addition to Office Analytics, integration reporting, makes it easy for managers to see which integrations their teams use. The post Analytics Update: Top Integrations by Advisors appeared...
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Client Portal Transactions Enhancements
This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities. The post Client Portal Transactions...
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eMoney | Salesforce Integration – Coming Soon
Soon advisors using Salesforce and eMoney will have a new way to build efficiency in their businesses. The post eMoney | Salesforce Integration – Coming Soon appeared first on eMoney Advisor Blog.
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Set Alert Delivery Options for All Clients
We’ve added one of the most popular feature requests, giving you the ability to set and manage alerts for your entire client base in one click. With the new Save For All Clients button, we’ve...
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Decision Center Cash Flow Overview: Custom Years View
Expanding on the recent Decision Center updates, we've added a new Custom Years setting for the Cash Flow Overview chart. This makes it easier than ever to zoom in on the time periods that are most...
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Distribution Center Technology Update Coming Soon
Next month, we're overhauling the technology behind the Distribution Center. This update does not impact the Distribution Center workflow or functionality, but you will see changes that modernize the...
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Morningstar Integration Updates
We've added more flexibility to the Morningstar integrations. Starting today, Support users in offices where the integration is enabled will have access to the integration features for Morningstar...
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Advisor Analytics Update: New Charts and EOL
With the latest enhancement to the Fiduciary Rule chart, you'll have even more insight into your clients' contributions to their retirement assets. This update adds two new columns for Employee...
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Preview Vault Documents
Next month, we're releasing the highly requested Vault enhancement that allows you to preview Vault files within eMoney. The post Preview Vault Documents appeared first on eMoney Advisor Blog.
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January 2020 Product Updates
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...
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