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Like the recent LPL contract signing, this month’s features are worth celebrating!
2024 State Estate & Inheritance Tax and Annual State Tax Updates
This is part of eMoney’s responsibility to ensure our tool/calculations remain up to date with the latest law. This work relates to state specific estate, inheritance, and annual state tax updates. Read more…
Questions? Chandradeep Sama, Paul Guris, Josh Belfiore | Releasing May 30th
Monte Carlo Configurability
Today, eMoney has monte carlo reports which display upside and downside values. Some of them reflect “extreme” ranges (97.5% down to 2.5%), some reflect more “realistic” ranges (80% down to 20%). Users cannot change these values. This feature changes our defaults for EMA street users to 80% and 20% system-wide (introducing consistency in the values across reports) and, importantly, introduces a mechanism to allow the upside/downside values to be configurable by advisors (for example if they want something other than our defaults). NOTE: the new 80% / 20% defaults are for EMA street users. Enterprises can choose to review and configure their own defaults. Read more…
Questions? Anand K., Allen Shaver, Sachin Bindal, Josh Belfiore | Releasing May 21st
Entitlements Handling for Unified Presentation Experience
This work is primarily backend work to allow presentation templates to now properly display as expected for users with certain entitlement configurations where today the entire template is not visible at all. Read more…
Questions? I Sabarimalai, Anand K., Josh Belfiore | Releasing May 28th
17 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 4/23/24 – 5/16/24
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