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eMoney Tip of the Week: The Goal Planner
Families find financial planing difficult for a variety of reasons. They must measure when they want to retire versus when they can retire. Which goals can they afford and which must they leave behind....
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eMoney Tip of the Week: The Decision Center
Part of providing the highest level of care for your clients is presenting them with numerus planning options that can satisfy their goals. With eMoney’s decision center, the complicated process of...
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eMoney Tip of the Week: The Distribution Center
Using eMoney’s Distribution Center allows you to work with both basic and advanced estate planning tools to collaborate with clients when building a plan that displays their transfer of assets. And it...
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eMoney Tip of the Week: Connections
In many ways, connections are the lifeblood of any plan entered into eMoney. And to help keep your connections updated and active, we’re happy to share three quick tips you can follow to make the...
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eMoney Tip of the Week: The Who, What, When Method
Regardless of whether you are entering data in “Facts” or “Advanced Facts,” there is a simple order to enter client data that we think will save you a lot of time and headaches. The post eMoney Tip of...
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eMoney Tip of the Week: The “What” Edition
For this week’s post, we’re moving on to “what” facts — specifically, the types of important client data that are sometimes overlooked in the initial data entry part of a financial plan: Property, Real...
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eMoney Tip of the Week: The “What” Edition Part 2
Over the past few weeks we’ve emphasized the “Who, What, Where” approach to entering client data. This week, we're once again covering the “What” Facts to help you identify important data entry points...
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eMoney Tip of the Week: The When Edition
As part of an ongoing series, our previous tips focused on the "who" and "what" of data entry. This week, we're wrapping up with the "when" facts that deal with the assets and expenses associated with...
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eMoney Tip of the Week: Client Website Self-Registration
You asked and we answered. A request that we frequently received was the ability for clients to pick their own username. With the new client site self-registration process, clients can now do exactly...
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eMoney Tip of the Week: Creating a Mid-Year Review Template
We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews,...
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eMoney Tip of the Week: Your Client’s Better Half
Did you know that up to 70 percent of the surviving spouses leave their financial advisor? The fact is, many financial advisors fail to develop a strong relationship with their clients significant...
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eMoney Tip of the Week: HSAs and Qualified Medical Expenses
Since Health Savings Accounts are a new account type in eMoney, you may be wondering how to make sure the funds are directed toward qualified medical expenses, ensuring they receive proper tax...
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eMoney Tip of the Week: Leveraging Your Staff
This week's tip focuses on how to delegate to your staff in the client onboarding process. The post eMoney Tip of the Week: Leveraging Your Staff appeared first on eMoney Advisor Blog.
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eMoney Tip of the Week: Delegating Tasks to Your Staff
Whether you're creating creating a full financial plan or updating client information, eMoney allows your entire team to contribute and create a more efficient process. That's why, in this week's tip,...
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Commonly Overlooked Planning Tools Within eMoney
eMoney is such a robust software tool that even our most experienced users find new features or reports they’d never used before. So, for this week's tip, we figured we’d focus on three of our most...
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eMoney Tip of the Week: Getting Started with Integrations
Just like the applications app on your smart phone, eMoney’s Applications tab is home to many of the financial applications you rely on most. Here, you can find all the financial technology tools that...
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Gathering Data with eMoney’s Organizer
One of the quickest ways to gather client information is through the eMoney Organizer. Using this section of the Client Portal allows your clients to add their own data and gives you a consolidated...
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eMoney’s Client Site Spending Area
The eMoney Client Site spending area presents an interesting dilemma for advisors. On one hand, it’s one of our software’s most popular features; it presents client spending information from their...
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Advanced Fact Defaults in eMoney’s Advanced Planning
Tired of hitting the “Advanced” button every time you go into your clients’ Facts? We heard you, and we listened. We recently released a new setting you can use to set your default view of the Facts...
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eMoney’s Client Website and Vault Security
Aside from showcasing the value the client website adds to your clients' financial lives, having a conversation about the website's security features can help put their minds at ease and promote...
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