Unlike your march madness bracket, this month’s features are perfect!
Want to add someone to the ‘Feature Release Group’ email distribution list so they can receive these emails and invitations to our upcoming monthly presentations? Simply submit a ticket on the Service Portal.
As part of our continuing strategy to consolidate top-used content and functionality into Decision Center, with this release users now have access to one of eMoney’s top used reports from within DC: Holdings Detail Report. Read more…
Questions? Andy Stonefield, Josh Belfiore | Releasing March 28th
This release represents the first step in a broader package of functionality collectively referred to as “Progress and Value-Add Tracking”. This report stitches together historical portfolio value (to show where a client has been) with forward-looking projections (to show what a client is working towards) – a more holistic image of the evolution of a client’s financial situation over time. Read more…
Important note: this release does not contain many of the bells and whistles typically discussed as part of “progress and value-add tracking”. This release is the chart atop which these bells and whistles will be built.
Questions? Allen Shaver, Josh Belfiore, Matt Rogers | Releasing March 28th
A training link has been added to the Navigation Bar as well as the footer area within EMA. Previously users had to click on Help and then Go To Courses to access training resources. Read more…
Questions? Daila Boufford | Released March 7th
When users access our course list through the “Training” button and/or “Go to Courses” link (which will be removed eventually), they will see a new set of Courses! These courses have been carefully designed to adhere to instructional design best practices to engage a learner throughout their journey. They will include a combination of materials created by the eLearning, Training, and Coaching teams. Read more…
Questions? Jake Carwile | Releasing March 31st
Check out the full inventory here à Read more…
Questions? Pam Still | Released March 1st à March 22nd
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