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Our “reports modernization” effort addresses several things: (1) modernization of antiquated report aesthetics, a top user request, (2) bringing consistency to our traditionally inconsistent reporting aesthetics/styling across various tools, (3) increased ADA accessibility. This feature relates to the modernization and increased ADA accessibility for the Decision Center, Goal Planner, and Facts presentations. Note: there will be an in-app coming soon message for this feature on July 26th. Read more…
Questions? Anand K., Josh Belfiore | Releasing August 9th
Our “reports modernization” effort addresses several things: (1) modernization of antiquated report aesthetics, a top user request, (2) bringing consistency to our reporting aesthetics/styling across various tools/workspaces, (3) increased ADA accessibility. This feature relates to the modernization and increased ADA accessibility for the Investments and Net Worth report families (two of our top used report families). Note: there will be an in-app coming soon message for this feature on July 26th. Read more…
Note re: Asset Allocation Report: Pre-modernization, when the number of asset classes (large cap growth, large cap value, etc) that existed in a client’s portfolio exceeded the number of columns that could fit on a page, our reports would cut content off in printed documents. We’ve introduced a new way of handling this to solve this issue: (1) We will roll up the columns that cannot fit into an “other” column. (2) We’ve introduced a report-level setting that allows advisors to pick between rolling up into “other” or showing all asset classes. If users opt to show all, then a net new sub-table will be created on the report, allowing users to visualize all asset classes in a readable format. Read more about this specific change…
Questions? Anand K., Josh Belfiore | Releasing August 9th
This is a series of documents that will walk an Advisor through a sample “Case Study” – a full client lifecycle in the eMoney tool. This will cover everything from adding the client, adding connection, entering facts, and running a plan – plus more. These are being built with a self-service model in mind so that the Advisor can access these at any time without needing instructions or assistance. The Advisor will first be given a plain-english task, and if they need further help, each step will have an expandable “hint” to make things clear. Read more…
Questions? Jake Carwile | Releasing July 19th
Check out the full inventory here à Read more…
Questions? Pam Still | Released June 21st – July 11th
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