Like eMoney at the Wealth Management Industry Awards ceremony, this month’s features are big winners!
Want to add someone to the Feature Release Group to receive this information via email each month and attend the monthly meeting? Submit a ticket: Service Portal > Get Access > Email Distribution List > Request to be added to featurereleasegroup@emoneyadvisor.com.
My Plan is a new way for users of the Client Portal to view and engage with their financial plan. My Plan is included with the standard Client Portal and includes a horizontal scrolling ribbon of plan topics and detailed content for each selected topic. Read more…
Questions? Frank Palazzo, Chris Grant | Releasing Sept. 24
Historically, eMoney has provided a short-form “passcode” option to log into eMoney via mobile devices instead of username and password. When logging in to eMoney via a mobile device, we would optionally prompt users to set and save a ‘pin’ number for that device. Users could enter their passcode pin instead of username and password to log back into eMoney. We are eliminating this feature/option in our ongoing effort to secure the application and further transition our login and identity experience. Read more…
Questions? Andrew Gilliland, Wayne Heilala | Releasing Sept. 24
Check out the full inventory here: Read more…
Questions? Pam Still | 8/27/24 – 9/17/24
Objective: Understand eMoney client loyalty and its drivers. Report, Recording
Questions? Linda Sikora
Objective: Assess eMoney’s value and return on investment compared to competitors with advisors. Report, Recording
Questions? Linda Sikora
Objective: Understand advisor and end-client feedback on potential end-client calculators and vision boards with Explore mode. Advisors: ReportHighlight Video. End-clients: Report
Questions? Cara Woodland
Objective: Understand the interest and impact artificial intelligence could have on the advisor. Report
Questions? Linda Sikora
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