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It’s official...eMoney has released Version 7.6! Version 7.6 provides the Ultimate Client Experience along with significant enhancements to the Advisor Site.
Deliver the ultimate client experience with the all New Client Site!
- Fresh New Interface
- New Budgeting Tools to Engage Clients Every Day
- Financial Connections Made Easy
- New Interactive Investments for More Detailed Account Views
- Vault Enhancements and more...
Over 25 Advisor Site and Advanced Planning enhancements including:
- Six new Quick Estate Calculators
- Global Advisor Investment Assumptions
- New and Expanded Asset Classes for Commodities, Hedge Funds, Short Term Bonds and Equities
- New Multi-Generational Transfer Reporting
- New and Enhanced Cash Flow and Estate Technique Reports
Learn More. Call 888-362-4612
Stay front and center by delivering an online experience that engages your clients to log on every day!
The fresh new design of eMoney’s new client site and new interactive features bring your client’s complete financial picture to life and makes it even easier for them to check their net worth, track their investments and manage their budget.
Learn More. Call 888-362-4612
Version 7.6 includes over 25 Advisor Site and Advanced Planning enhancements increasing the overall flexibility for scenario modeling and reporting.
Learn More. Call 888-362-4612
Version 7.6 Advisor Site enhancements Include:
Manage model portfolios, asset classes, and more in one centralized location and easily update investment assumptions across clients.
Quickly illustrate the financial impact of a CLT, CRT, GRT, QPRT, IDGT and discounted gifts such as an FLP without having to create a full financial plan.
New asset classes have been added for commodities, hedge funds and short term bonds along with expanded asset classes for equities allowing for increased granularity and more detailed reporting.
The new report family, available in the Advanced Planning tool, allows you to provide better entity cash flow reporting.
