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Enabling Integrations in eMoney
To help you to increase efficiency, reduce data entry, and ensure consistency across multiple applications, eMoney works with a number of software providers to deliver powerful integrations. With...
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Decision Center Techniques
Decision Center is an interactive cash flow planning tool that shows clients in real-time how their financial decisions can impact their plans. Let’s look at how you can use Decision Center –...
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How to Delay or Disable RMDs
Required Minimum Distributions (RMDs) in eMoney are automatically calculated and applied. For the current year, we estimate RMDs by taking the current account value divided by the appropriate RMD...
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Monte Carlo – Miscellaneous Assumptions
Many advisors use Monte Carlo in Goal Planner, Decision Center, and reports to show a client their plan’s probability of success. However, you may not realize how a couple of options under your...
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Creating Tasks in eMoney
Tasks help to organize your team, ensuring each person know their next step and when it’s due–creating a more collaborative planning experience. Let’s look at how to create tasks and where to view...
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Fact Entry – Available in Year Field
The first step of the eMoney financial planning experience is entering your client’s data. On a client’s overview page, you’ll use Facts to build out your client’s current situation.Because these Facts...
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Account Management FAQs
The Frequently Asked Questions (FAQ) module, available in The Knowledge Base, is an interactive document that provides answers to the most common questions received by eMoney’s Client Services,...
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Screen Sharing with Clients
Collaborating with clients is an important part of the planning process but with busy schedules, meeting face to face isn’t always easy. With eMoney’s interactive screen sharing capability you can...
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What is the Connection Resource Center?
You can find connection resources in a variety of ways — The Knowledge Base, the eMoney blog, a call into customer service, but have you checked out the Connection Resource Center? The Connection...
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How to Model an ILIT
An Irrevocable Life Insurance Trust (ILIT) is a popular estate-planning tool designed to minimize estate taxes by moving life insurance proceeds outside of the estate. In eMoney, you can model an...
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Life Insurance Proceeds
Life insurance provides a way for loved ones to pay for debt and expenses in the event of the insured’s death. In eMoney, the proceeds of the policy are deposited into a taxable account and used to...
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Connection Support Request
Connections are important part of a client’s plan since they allow you to see a client’s full financial picture. That’s why, we know how frustrating it is when a connection breaks. Today, we’ll look at...
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Get to Know the Knowledge Base
The Knowledge Base, eMoney’s resource center, features easy-to-use, virtual-learning courses and a library of resources for you and support users in your office to learn on your own time and at your...
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Experience the eMoney Summit Webinar Series
Did you miss the 2019 eMoney Summit this year? Don’t worry, you can still learn from the eMoney experts with the upcoming Summit Webinar Series starting on Tuesday, October 23rd at 2:00 p.m. ET. With...
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End of Year Cash Flow Simulation
With end of year meetings coming up, you may want to start planning 2020 with your clients. The Simulation settings within Miscellaneous Assumptions, allow you to change the underlying assumptions of...
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Saving End of Year Reports in the Vault
With the end of the year quickly approaching, it’s a great time to archive your clients’ 2019 reports. Once eMoney rolls over to 2020, you won’t be able to look back at past years without saved...
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Modeling Premature Death in Monte Carlo Reports
With Monte Carlo, you can show a client their plan’s probability of success. However, eMoney assumes with every Monte Carlo trial both the client and spouse will pass at their life expectancy age...
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Get Notified with Alert Delivery Options
Alerts help you track client activity and notify you of opportunities relating to your clients in eMoney. There are two categories of alerts; My Alerts and Client Alerts. My Alerts are personal alerts...
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How to Listen to eMoney’s Podcast “That Makes Cents”
As you prepare for holiday travel, plan to pass the time sitting in traffic or at the airport by listening to eMoney’s new podcast, “That Makes Cents.” “That Makes Cents” is a podcast for everyone who...
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Cash Flow Overview in Decision Center
The Decision Center helps you collaborate with your clients and demonstrate how their decisions impact their financial futures. In Decision Center, you can view a client’s Lifetime Portfolio Value,...
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