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eMoney Tip of the Week: Present Mode
Present Mode is the perfect gift for any advisor using eMoney’s planning or screen sharing tools for client presentations. In turning off the navigation bar and safeguarding the rest of your site,...
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eMoney Tip of the Week: Advisor Fees vs Account Fees
When building a client’s Cash Flow, a common consideration is how best to model advisor fees. Fortunately, emX offers two options for modeling fees: Advisors Fees and Account Fees. The post eMoney Tip...
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eMoney Tip of the Week: Required Minimum Distributions 101
Within the eMoney system, RMDs are automatically calculated based on the end of the year value and the corresponding RMD Factor, and automatically withdrawn once the account owner reach 70 ½ years of...
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eMoney Tip of the Week: Year-End Savings
Ever wonder what the eMoney system does with your clients’ leftover savings at the end of each year? Well actually, you decide! Year-End Savings are essential to eMoney’s cash flow calculations, and in...
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eMoney Tip of the Week: Stock Options
In order to keep up with the latest stock option vesting schedules, we recently released new customizable capabilities for stock options: Shares in First Vesting Period and the Free Form Vesting...
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eMoney Tip of the Week: Advisor Branded Media
eMoney’s Advisor Branded Media allows you to access your personal Media Hub right from your Advisor Home Page. Our complete library of Marketing Materials contains a wide variety of videos readily...
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eMoney Tip of the Week: Importing vs. Linking
Many of our integrations share data by either Importing or Linking client information. Importing Clients allows users to create a client in eMoney by pulling the clients name, contact information, and...
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eMoney Tip of the Week: Model Portfolios vs. Custom Growth Rates
When editing your clients’ growth rate assumptions, it’s important to know how your changes affect other parts of the eMoney system. That way, your plans are always as accurate as possible. The post...
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eMoney Tip of the Week: Use Reports to Double Check Your Work
Because Facts are used for planning and reports, and contain important information on a client’s current financial condition, building out a client’s facts is one of the most important starting points...
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eMoney Tip of the Week: Rental Property Income
For many clients, the value of real estate investments and owning/managing rental properties is an important part to their financial plan. And while hard assets like Real Estate and Personal Property...
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eMoney Tip of the Week: Planning for High Net Worth Clients
Oftentimes, just explaining the monetary value of a properly prepared estate plan is not enough - you need to show the effect of your services on your clients' estate. Luckily, the Compare...
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eMoney Tip of the Week: Setting Up Emergency Funds
One of the pillars of sound financial planning is establishing a reserve fund in case of emergency. The amount to set aside varies by client, but typically depends upon the size of the household, how...
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eMoney Tip of the Week: Time Savers
We’ve put together this list of three of our software’s best time-saving features. While these are hardly the only time-saving features of eMoney, they’re easily some of the most useful. The post...
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eMoney Tip of the Week: Adding 401(k) Plans
This week's tip focuses on the commonly used employee Profit Sharing Plan, or 401(k) plan. Used in a majority of retirement plans, 401(k)s are a popular cost efficient retirement investment vehicle,...
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eMoney Tip of the Week: Using Observations and Next Steps
Client relationships don't end when the meetings do. They require a continued effort - before and after each meeting. To help, the Facts section in eMoney includes an Observations and Next Steps area...
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eMoney Tip of the Week: Annuities
Annuities are a great way to protect a client’s retirement lifestyle. But because of some of their complexities, adding them to the eMoney system takes some guidance. However, once you get the hang of...
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eMoney Tip of the Week: Mobile Tips and Tricks
Many advisors now optimize their client experiences by embracing this mobile movement and offering clients their own mobile experience. Fortunately, eMoney thought ahead and offers a mobile-friendly...
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eMoney Tip of the Week: Lots of Stock Options
Stock options are common to many clients' portfolios and often represent a great investment for limited risk. And important to many Options is the Lots tab, which is used to show shares that have...
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eMoney Social Security: Changes to File and Suspend
As of April 30th, 2016 there was a bipartisan budget deal passed that eliminates two common social security strategies: file and suspend and the restricted spousal benefit. In reaction to this bill,...
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eMoney Tip of the Week: Alliance Partners
Caring for your clients’ financial lives sometimes takes a village. Many clients have advisors, accountants, tax professionals, attorneys, and even other family members who contribute to their...
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