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Available Reports on the eMoney Client Website
Since every client is unique, the way you work and interact with each should be customized as well. The same approach should be taken when setting up a client’s personal website. In today’s Tip of the...
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Customize eMoney’s Monte Carlo Tool
Ever want to customize the number of thresholds and colors of your Monte Carlo scoring ranges? Now you can! For example, maybe you feel that anything over 96% is too high of a Monte Carlo result and...
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The Basics of eMoney’s Interactive Planning Tools
Within eMoney, there are three interactive planning tools, The Goal Planner, Decision Center, and Distribution Center. With each, advisors can bring plans to life for their clients and engage them in...
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Using eMoney to Help Clients Plan for Retirement
One of most (if not the most) common financial objectives for clients is securing and providing income for retirement. There are many different ways to answer those common questions such as, “When can...
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Modeling Estate Distributions in eMoney
Sometimes, illustrating the proper distribution of your client’s estate is a harder task then it needs to be. Luckily, it becomes much easier once you understand eMoney’s asset distribution logic. The...
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Organizing Your eMoney Dashboard After the Holidays
The holiday season has ended and the new year has kicked off! But while you were away from your office, some things may have become outdated. Make sure your plans have the most accurate information by...
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6 Ways You Can Use eMoney to Engage Prospects
The eMoney application is designed to help you build better relationships with clients, but it doesn't stop there. Within our system there are a wealth of innovative tools available to help you find...
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How to Submit Product Suggestions to eMoney
Here at eMoney, we continue to develop our platform to stay relevant with the changes, trends, and needs of the financial industry. But our development doesn't just begin with our internal expertise....
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Protect Your Loved Ones
A life changing event, such as the loss of a loved one, is never easy. But ensuring your clients and their spouses understand how to manage their finances can lessen the burden. The eMoney platform...
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Understanding the Differences between Classic and Advisor Analytics Pro
Since the release of Advanced Analytics, one of the most frequently asked questions we’ve received has been about the key differences between Classic Analytics and Advisor Analytics Pro. Sign up for...
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Getting Started with eMoney Education Planning
With education costs rising at unprecedented levels, many of your clients are concerned about the impact of their children’s cost of school on the rest of their financial picture. In the eMoney, there...
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eMoney Tip of the Week: Tax Season
It’s that time of year again, the April 18th deadline to file your taxes for 2016 is right around the corner. How are you going to best prepare your clients’ for the agony and monotony of filing your...
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eMoney Tip of the Week: Income Summary Tool
Taking the plunge into retirement can be a scary thing. One of the first unknowns to be tackled should be where the money to fund expenses is going to come from. Use eMoney’s Income Summary Tool to...
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eMoney Tip of the Week: Helpful Knowledge Base Resources
Whether you’re just getting started with eMoney or are an experienced user with questions about the software, you’ll find the resources you need in The Knowledge Base. The Knowledge Base is a one-stop...
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eMoney Tip of the Week: Elite 8 Reports
Check out below for a brief overview of our Elite 8 Reports and sign up for next Wednesday’s webinar for a more in-depth analysis of how to use these reports in your practice. Cash Flow If you had to...
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eMoney Tip of the Week: Navigating DOL Updates using eMoney
The fate of the DOL Fiduciary Rule remains unknown due to recent discussions. Aside from the DOL outcome, advisors will continue to have increased regulation over how they are serving their clientele....
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eMoney Tip of the Week: Social Security – Help Me Compare Options
Deciding when to begin taking social security retirement benefits can be a tricky task, but this doesn’t take away from its importance. This one decision that nearly everyone is faced with has a...
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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: Inherited IRAs in eMoney
Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you...
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eMoney Tip of the Week: Adding Employer Contributions
Many clients invest in pre-retirement accounts, such as 401Ks, to help add to their retirement savings. And as an incentive to save, many employers contribute to these accounts as well, making Employer...
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