Like Taylor Swift concert tickets, this month’s features are in high demand!
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 in the Service Portal > CorpOps Systems > Get Access > Email/AD Group – Add/Remove Access to Existing.
This feature enhances our existing Plan Summary Report (already among our top 15 most used reports), modernizing its aesthetic and allowing the report to be customized by our users. This allows advisors to have conversations with clients that are more succinct and even more personalized to the things that are personally meaningful to them in ways which previously were not easily achieved. Users can pick from two different page layouts and 23 different report components with the ability to save their default preferences so they’re accessible across their client base. Read more…
Questions? Anand K., Josh Belfiore | Releasing August 29th
The Help > “Go to Courses” link has long been the only way for Advisors to access eMoney’s course list. With the launch of the dedicated “Training” button in March 2023 (need link to that confluence page here), the “Go to Courses” link is no longer needed and will be removed. Read more…
Questions? Jake Carwile | Released August 2nd
Expanding the selection of spending categories empowers clients to enhance their decision-making capabilities, streamline their budgeting, and support effective goal setting. Now, clients can categorize their spending with a more extensive array of spending categories available on the client portal, seamlessly accessible when connecting an account through aggregation. This ensures greater financial well-being and fosters a sense of confidence in managing personal finances. Please note: We will not be recategorizing previous transaction data. Read more…
Questions? Tim Puglia, Madeleine Mason | Releasing August 29th
This feature is dedicated to building an endpoint to retrieve tax bracket applied to the given client based on projected income tax base from current year till death, and also tax implications due to Roth conversions. The APIs have been created in such a way that they provide total income taxes for the client and how the additional income generated by Roth conversion reflects in the income tax. Developing these premium APIs now offers a mechanism for consumers to build their own online or printable view with preferable aesthetics. Read more…
Questions? Muhilan J., Jay Jackson | Released August 16th
This feature is dedicated to building an endpoint to retrieve net worth history information, for the given client and specified period. The endpoints also retrieves the split up in terms of total assets and liabilities. Developing these APIs now offers a mechanism for consumers to build their own online or printable report view with preferable aesthetics. Read more…
Questions? Muhilan J., Jay Jackson | Released August 16th
This feature is dedicated to providing access to create, read, update, and delete all of a client’s property and casualty insurance policies available through the Advanced Facts navigation. The availability of this information increases the usability of the eMoney Access Primary Planning APIs and contributes to the Expanded Planning APIs. Read more…
Questions? Sachin Bindal, Jay Jackson | Released August 16th
Check out the full inventory here à Read more…
Questions? Pam Still | Released July 18th à August 17th
Leave a Reply