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eMoney Tip of the Week: How to Model a Roth Conversion
There are three ways to convert a Traditional IRA to a Roth IRA, a rollover, trustee-to-trustee transfer and the same trustee transfer. However, when modeling the conversion in eMoney there is only one...
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eMoney Tip of the Week: Buy/Sell Transactions
The Buy/Sell transaction is used to show a future purchase, sale or both. It is an integral part of many plans because of its versatility and ability to accurately model the outflows and inflows...
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eMoney Tip of the Week: Custom Live Training
You’re probably familiar with our live training offerings. But you might not be familiar with another training option we offer: Custom Training. Booking a Custom Training session is perfect for a...
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eMoney Tip of the Week: Fact Finder Forms
The recent introduction of the Client Onboarding Tool has made life much easier for eMoney users who are setting new clients up in the system. But it’s an unfortunate reality that many advisors have...
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eMoney Tip of the Week: Client Two-Factor Authentication FAQ
With the release of Two-Factor Authentication (2FA) to the Client Site there have been a number of common questions posed to our Client Engagement team. Below is a short FAQ that answers these common...
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eMoney Tip of the Week: Customer Engagement Queues
This week addresses a topic we think about a lot in the Client Engagement department: Making sure our users receive helpful and relevant support for any issues they encounter while using our software....
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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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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: Capital Market Assumptions – Estimate Mean
In order to project a client’s financial condition into the future, advisors must use assumptions to account for the unknown variables that can have a significant impact on the simulation. The post...
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eMoney Tip of the Week: Save Time with Presentation Templates
Save time and add efficiencies to your workflow with presentation templates. The post eMoney Tip of the Week: Save Time with Presentation Templates appeared first on eMoney Advisor Blog.
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eMoney Tip of the Week: Sharing Your Screen with Clients
At eMoney Advisor we like to make things convenient for you and your clients – including meetings. Face-to-face reviews aren’t always easy due to busy schedules and summer weather. Our Screen Sharing...
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eMoney Tip of the Week: Getting to Know Your Sample Clients
With eMoney's Sample Clients, you can easily experiment with different planning techniques and build advanced planning scenario's that allow you to show prospect's the benefits of your expertise. The...
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eMoney Tip of the Week: Sharing Rules and Alliance Partners
Learn best practices for setting up Sharing Rules and Alliance Partners in your office. The post eMoney Tip of the Week: Sharing Rules and Alliance Partners appeared first on eMoney Advisor Blog.
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eMoney Tip of the Week: Tax Calculation FAQ
One of the most common issues the financial planning group deals with on a regular basis is explaining eMoney’s 1040 tax calculation. Typically the question gets asked by advisors in one of 2 ways:...
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eMoney Tip of the Week: Branding the Client Site
The ability to personalize and customize your Client Site branding and theme is key to eMoney's overall client experience. The post eMoney Tip of the Week: Branding the Client Site appeared first on...
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eMoney Tip of the Week: Entering Social Security into the Fact Finder
eMoney has a number of different options available when entering Social Security benefits into your Fact Finder. The initial default setting for Social Security income is “Estimated from Income.” When...
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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: Income Summary Tool
When it comes time to take the plunge into retirement it can be a scary thing. Uncertainty on where the money to fund your expenses is the first unknown that you should tackle. Luckily, eMoney’s Income...
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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 of their financial plan. The post eMoney Tip of the Week: Rental Property Income...
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eMoney Tip of the Week: 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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