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Save Time with eMoney Data Entry Service
Bringing on a new client? We’re here to help! With eMoney Data Entry service, you can focus on the activities that will grow your business by offloading the most time-consuming and non-revenue...
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How to Model Annual Gifting in eMoney
During the holiday season, giving gifts to loved ones is always top of mind. In eMoney, gifting is often used in estate planning for high net worth individuals looking to pass along their wealth to the...
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Know Your eMoney Resources
This new year, take advantage of your resources to refresh your eMoney knowledge, onboard new support users in your office, and stay up to date on new features and product releases. Whether you are...
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Setting Goals in the Client Portal
Help your clients achieve their financial goals! With the Goals feature in the Client Portal, you can create a collaborative goal planning process that helps your clients become more involved in their...
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Earn CE Credits with eMoney Live Training
Did you know licensed eMoney users can now earn up to 16 continuing education (CE) credits from the CFP Board by attending approved eMoney Live Training events? With the CFP Board’s recent decision to...
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The eMoney Product Update Page
Stay up to date on the latest eMoney news. Each month we release product updates to enhance your eMoney experience and help you to work more efficiently. Many of these updates are driven by your...
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How to Model a Reinvestment Technique
A reinvestment technique in eMoney will reinvest an individual account or all accounts from its current asset allocation to a new model portfolio. Today, we’ll look at how to model a reinvestment...
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How to Access the Risk Tolerance Questionnaire
eMoney offers a risk tolerance questionnaire that determines a recommended model portfolio for a client based on how they answer the series of questions. Results can range from an asset preservation to...
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How to Subscribe to eMoney Emails
Are you receiving all the communication you need from eMoney? We want to make sure you hear about the latest product enhancements, get access to valuable training opportunities, and discover best...
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The Basics of eMoney Interactive Planning Tools
eMoney offers three interactive planning tools, Goal Planner, Decision Center, and Distribution Center, that help you present plans to your clients in a visual way and quickly show the impact of their...
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Getting Started with Advanced Planning
This week, let’s revisit one of our most popular best practices of 2019! With Advanced Planning, you can simulate any real world financial scenario and model the implications of that simulation over...
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Introducing the Client Portal to New Clients
The eMoney Client Portal is a valuable tool to enhance your client relationships. It enables client to organize and monitor their data, collaborate on their plans and see their full financial picture....
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How to Send an Email in Advisor Branded Marketing
You play a critical role in your clients’ lives—especially during this time of uncertainty and market volatility. We know it’s paramount that you have the resources you need to continue to communicate...
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Weekly Articles to Reassure Your Clients
Last week, eMoney partnered with FMeX to provide advisors with access to Advisor Branded Marketing, a suite of marketing and communication tools, to assist with providing guidance and instilling...
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The Value of the Vault
The Vault is a valuable tool where you can safely store sensitive information with easy access for both you and your client. It employs advanced security features and protocols to keeps data safe so...
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Tell a Story with Decision Center
You've spent hours creating the perfect plan. You've taken everything into account from your client's greatest fears to their wildest dreams and have everything set up in Decision Center. It's time to...
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Collaborating with Your Team in eMoney
As we continue to work from home and virtually connect with clients, it’s essential to connect with your internal team. Today, we’ll introduce you to or refresh your knowledge on a few tools you can...
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Capturing Leads in eMoney
This week, we’re revisiting how to get started with Lead Capture in eMoney. Lead Capture is an interactive, prospecting tool designed to help you engage new clients through online marketing. Let’s walk...
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Preparing for Initial Client Meetings
With eMoney, you can offer clients an interactive Client Portal and a collaborative planning experience. But what steps do you need to take to get started? Today, we’ll look at three ways you can...
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Presenting in Initial Client Meetings
Last week, in Preparing for Initial Client Meetings, we reviewed three ways you can incorporate eMoney before your first meeting to position you and your client for success. Today, we’ll look at four...
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