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Client Portal Spending Rules
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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Tip of the Week: Presenting to Prospects with the Decision Center
For this week’s tip, we’re going to revisit one of our most popular articles about using eMoney’s Decision Center to present to prospects using sample clients. Check it out below! You’ve landed the...
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Tip of the Week: Increase Engagement with Client Alerts
How do you keep your clients engaged with their Client Websites? While some clients take to their portals immediately, others might at first, but eventually, lose interest. Sometimes keeping your...
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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: Customizing the Liquidation Strategy
Have you ever prepared for a client meeting and noticed their Cash Flow report shows a negative net cash flow at the end of the year? The post eMoney Tip of the Week: Customizing the Liquidation...
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eMoney Tip of the Week: Sharing a Presentation to the Client Vault
You have just spent the time selecting a collection of reports to create and complete a presentation for your client, but what’s next? It’s time to save, share and present your client’s financial plan!...
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eMoney Tip of the Week: Getting Started with Lead Capture
Lead Capture is an interactive, prospecting tool designed to help you engage new clients through online marketing. Let’s walk through how to set up and utilize this tool to attract, capture, and engage...
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eMoney Tip of the Week: Advanced Planning – Scenarios vs. What-Ifs
You’ve entered your client’s data into the Fact Finder and discovered on the Cash Flow report that the client is outliving their assets. It’s time to develop a plan and make recommendations to improve...
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eMoney Tip of the Week: Funding Expenses in eMoney
As you are entering your client’s data into the Advanced Facts, you notice you have the options under Expenses – Living, Education, and Other. While Living and Education expenses are self-explanatory,...
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eMoney Tip of the Week: Client Portal Support
Because we know how important your clients are to you, we strive to help you build and maintain successful client relationships! Clients find the Client Portal valuable because it helps them to...
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Advisor vs. Account Fees
Fees commonly need to be factored in to a financial plan. In eMoney, you can enter fees in two ways— advisor fees and account fees. But which option will work best for you? Let’s look at how to input...
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What is the Financial Feed?
Are you looking for a quick and easy way to stay up to date on your clients’ eMoney activity? Look no further than your advisor homepage. While you may not spend much time on this overview screen, it...
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Emailing in Advisor Branded Marketing
With summer quickly approaching, it’s a great time to share a Memorial Day message or schedule a mid-year review with your clients. If you subscribe to Advisor Branded Marketing, you have access to a...
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Understanding Your Cash Flow Simulation Settings
Did you know that you can determine when cash flow begins? An important but easily overlooked feature, the Simulation settings within Miscellaneous Assumptions, allows you to change the underlying...
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Introducing Clients to the Mobile Site
The Client Portal helps your clients organize and monitor their data, and collaborate on their financial plans. The mobile site gives them the ability to access and engage in the Client Portal from the...
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How to Model a Roth Conversion
A Roth conversion, allows you to take tax-free withdrawals in retirement and provide your heirs a tax-free inheritance. At some point in your retirement planning process, you may want to explore if the...
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Creating a Presentation in eMoney
Presentations are a great way to share and save your client’s financial plan. In eMoney, you can create a presentation that captures a summary of your client’s facts or shows how your recommendations...
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Utilizing Advisor Alerts
Alerts help you track client activity and notify you of opportunities relating to your clients in eMoney. Never miss an important event by setting alerts that trigger when your client completes...
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Year-End Savings
What happens to positive net cash flow at the end of the year? In eMoney, you decide if you want to save or spend it using Year-End Savings. Learn how to manage surplus cash flow in your client’s...
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How to Add and Troubleshoot Client Connections
Client Connections not only help you to see accounts held away, they also give clients access to all their accounts in one place, as well as automatic updates of account values. Today, we’ll look at...
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