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eMoney Tip of the Week: 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: Branding the Client Portal
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 Portal appeared first on...
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eMoney Tip of the Week: Client Site Goals Overview
Goal Planning with eMoney has never been so seamless. Our Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the...
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eMoney Tip of the Week: Comparing Estate Distributions
As an advisor, you know that what your clients fear the most is the unknown. So when it comes to preparing their estate to pass on to their heirs it’s more important than ever to be able to clearly...
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Set Advanced Facts to Default
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 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: Refinancing a Mortgage
Mortgage refinances are a common technique leveraged by borrowers today, especially with interest rates a historic low. As such, it becomes increasingly necessary to be able to reflect such...
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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: 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: What are Sharing Rules?
Sharing Rules allow an advisor to share clients, they own, with other advisors, planners or assistants in or out of their office. They can either share all your clients or share individual clients for...
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eMoney Tip of the Week: Elite 8 Reports
Check out below for a brief overview of our Elite 8 Reports for more information on how to include eMoney’s reports in a client deliverable. Cash Flow If you had to choose one report to show your...
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Tip of the Week: Requesting a New Connection
Would you like to include financial information from an institution that isn’t yet available on your eMoney platform? We can help! But before you submit a new connection suggestion there are a few...
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eMoney Tip of the Week: Ensure You’re Getting the Email You Need
If you’re not receiving the eMoney communications you need, check out the steps below to customize your email preferences and ensure deliverability. Customize Your Email Preferences The first step to...
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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: Check Your Work with the Ledger!
The Ledger report can be great for fact-checking your cash flow simulation. You can check the accuracy of everything from contributions into qualified accounts, to the inflows and outflows of the core...
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Tip of the Week: Streamline Your Workflow with eMoney’s Data Entry Services
What are the bottlenecks preventing you from growing your business in 2019? Are you wasting time on manual processes instead of engaging with prospects and new clients? When seventy-two percent of...
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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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Tip of the Week: Best Practices for Opening a Ticket on a Connection
Coffee in hand, computer open, and ready to start your day! You log in to eMoney, search for your client, navigating to their overview page, and you notice the dreaded red Attention bar at the top of...
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Tip of the Week: Utilizing Your eMoney Training Resources
Whether you are just getting started with eMoney or you are an experienced user, there are always new features and techniques to learn and different ways you can incorporate the software into your...
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eMoney Tip of the Week: Client Portal Budgeting Basics
The Spending tab on the Client Portal allows your clients’ to create monthly budgets that accurately track their spending through aggregated accounts. Spending is automatically hidden from advisors, so...
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