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As part of our broader strategy to create an increasingly quick and efficient planning experience for our users, this feature introduces another solver into Decision Center: Additional Savings Needed (a very common planning “lever”). With one click, this feature solves for the additional savings needed in order to achieve the client’s objectives, eliminating the need for users to “guess and check” (an inefficient and time-consuming process), thereby compressing the time it takes to arrive at advice / build plans. Read more…
Questions? Anand K., Josh Belfiore | Releasing March 26th
This enhancement modernized and made ADA accessible our chapter cover pages. This includes aesthetic modernization, conversion from portrait to landscape orientation, and ADA accessibility. Read more…
Questions? Anand K., Josh Belfiore | Already available for those with modernized reports
This feature introduces a change to the login experience of our application for all user types to collect username and password in two steps/screens, instead of one. This updade allows eMoney to transition our overall login experience further into Okta, and positions us to deliver simpler and more modern login features to our end users. Read more…
Questions? Wayne Heilala | Releasing March 26th (rolling out incrementally)
Check out the full inventory here: Read more…
Questions? Pam Still | 2/27/24 – 3/20/24
Autonomous Planning and Portfolio Analytics: eMoney is considering two new features for our planning experience: (1) autonomous planning functionality which allows the tool itself to build plans, thereby compressing the time it takes for users to do so manually, and (2) portfolio analytics functionality embedded within Decision Center, enabling advisors more easily engage with planning and investment functionality together, enabling them to do their jobs more efficiently and better align investment strategies with client goals. This research was aimed at identifying interest in these features, optimal pricing for each, and interest or willingness to pay based on firm size. Read more: Read more…
Questions? Linda Sikora
Needs Analysis Exploration with Enterprise Steering Committee: Enterprise feedback and use cases for Needs Analysis, which showed current and potential enterprise decision maker clients found value in Needs Analysis and specific use cases such as introducing advisors and clients to planning, using Needs analysis as gateway to more extensive planning, business development opportunities and making quick hit decisions when a full plan is not needed. Listen to the highlight reel: ESC Meeting Feb 2024 Highlight Reel.mp4 (4 mins, 1x speed), entire meeting: ESC Meeting – February Full.mp4, Read the report here.
Questions? Cara Woodland
Components and APIs Enterprise Interview with Cetera: Feedback from an enterprise client on the needs focused on components and APIs, which highlighted Cetera’s interest in components and APIs and was excited about the flexibility to create or align their experience as they see fit. “We want to control the experience, and it’s not a lot of investment to build it ourselves. In other instances, we want to embed and style it, but don’t want to build the UI.” Read about additional themes and quotes here
Questions? Cara Woodland
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