The anticipation is over! Like Summit, this month’s features are finally here!
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In an effort to standardize our handling of contributions across account types in eMoney we will be removing the ability to add contributions to sub-accounts for parent accounts of the Qualified Retirement and Deferred Compensation account types. In it’s place, the contributions tab will now be available on the Parent Account and any contributions present on this tab will be the single source of truth for contributions going forward. This behavior is consistent with other account types’ current behavior (i.e. Taxable Investments, Cash, etc.). Read more: No Sub-account Contributions.docx
Questions? John Costello, Lana Belyanska, Josh Belfiore | Releasing: Oct. 24
This feature enhancement is being implemented based on uservoice feedback regarding the My Advisor page. In it’s current state, the Client Website Settings page for Features does not provide the ability for an advisor to apply the My Advisor page to all users without impacting the settings for other pages. This work addresses this challenge. Read more…
Questions? Frank Palazzo, Chris Grant | Released Oct. 1
With this work, when the training button is selected in the eMoney application, the user will SSO to Docebo. Docebo is an AI-powered, enterprise learning management system (LMS) that facilitates multi-modal training. The platform hosts content and manages all registration processes, providing a single location for all coaching, training, and eLearning resources. Read more…
Questions? Melissa Yetter, Linda Bello | Releasing Oct. 24 to EMA, Nov. 6 to Partners
This work expands on original connection status report capabilities, adding in new filters and export capabilities to assist users. Read more…
Questions? Ashley Valle, Maddie Schulz | Releasing: Oct. 24
With this work, we will now have the ability to move clients from one advisor to another while keeping advisor connections intact through the process. Read more…
Questions? Phil Eastman | Releasing: Oct. 24
We are sunsetting our screenshare functionality, after which eMoney will no longer offer intra-app screenshare functionality. We’re doing this due to low usage combined with high cost and high risk by the vendor which powers this. Read more: Sunset Screenshare Functionality RELEASE NOTES.docx
Questions? Chad Porche, Megan Thompson | Sunset Date: Nov. 6 for everyone
Check out the full inventory here: Read more…
Questions? Pam Still | 9/24/24 – 10/17/24
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