April showers bring May features! See what’s blooming this month…
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 via Okta.
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: Balance Sheet. The idea is that for users of DC who previously needed to hop between DC for its content and the Reports tab for access to Balance Sheet, they can now remain within DC. This eliminates workflow breakages, thereby contributing to ease of use. The new DC Balance Sheet also satisfies other user requests, for example the ability to add out of estate data onto the traditional in-estate balance sheet. Read more…
Questions? Jennifer Munoz, Josh Belfiore | Releasing May 23rd
Like the Balance Sheet in DC, this report also contributes to that same strategy but with the very popular 5 Year Cash Flow Report. The fact that this report now resides within DC means it can take advantage of additional monte carlo functionality not found in the legacy version in the Reports tab. For example: users can visualize what the client’s detailed cash flow looks like in above average or below average markets (or any desired MC trial). Read more…
Questions? Jennifer Munoz, Josh Belfiore | Releasing May 23rd
To assist with bringing even more visibility to already released features, and promoting their usage, re-promotion banners will begin to roll out for select features over time.
Questions? Jacob Carwile, Julie Salvatore
Check out the full inventory here à Read more…
Questions? Pam Still | Released April 26th > May 15th
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