Like news of Lewis Hamilton to Ferrari, this month’s features will make your jaw drop! (Sorry for the niche Formula 1 headline!)
If you want to be added to the Feature Release Group to receive this information via email each month and attend the monthly meeting, please submit a ticket in the Service Portal > Get Access > Email Distribution List > Request to be added to featurereleasegroup@emoneyadvisor.com.
This feature introduces a new advisor-level setting which, when turned on, overlays new rate of return data points (compound annual growth rate and annual rate of return) across multiple reports throughout the system. Exposing these data points provides important transparency into the conditions underlying the projections our users see in the tool. Read more…
Questions? Sachin Bindal, Matt Rogers, Josh Belfiore | Releasing February 27th
Advyzon is a technology solution that combines performance reporting, billing, rebalancing, client relationship management, configurable client portal and mobile apps, document storage, growth tools and business intelligence in a single integrated platform. Our integration with Advyzon allows users to single sign-on to your Advyzon platform without leaving eMoney, quickly import clients from Advyzon into eMoney, access and store documents in the eMoney Vault. Read more…
Questions? Alexis Tiensivu, Luke White | Releasing February 27th
AdvicePay is a billing and payment solution designed for fee-for-service financial planning. Our integration with AdvicePay will provide access between platforms to initiate the billing process for financial planning work by allowing users to single sign-on to AdvicePay without leaving eMoney, import AdvicePay clients into eMoney, access and store AdvicePay invoices and financial planning agreements in the eMoney Vault. Read more…
Questions? Alexis Tiensivu, Luke White | Releasing February 27th
Check out the full inventory here Read more…
Questions? Pam Still | Released January 31st – February 21st
For those who missed it: Product will host semi-annual presentations of the product vision and roadmap!
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