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Edit Inaccurate Net Worth Historical Data

In response to your feedback, we've streamlined the process of correcting inaccuracies in a client's net worth history. The previous process to update required assistance from eMoney Client Support, but now our new Net Worth History page gives you the necessary access to correct a client's historical net worth data yourself to ensure the accuracy of their data.

Why do I need the ability to edit Net Worth History?

There are a few reasons that historical net worth numbers can be incorrect, including:

  • An account connection is broken at month end and the net worth history value is stored with the out-of-date connection data.
  • Fact finding for a new client extends past the month end and the initial net worth is saved before all accounts can be added.
  • A new fact was uncovered during the client relationship, rendering historical net worth values inaccurate.
  • Advisor manually adds a duplicate account in order to correct a broken connection.

How do I correct a client's Net Worth History?

Select the More drop-down menu to access the new Net Worth History page.

Then, select the client that you'd like to update.

You'll be taken to the Edit Net Worth History page where you can view all the monthly historical data.

Simply select a given month and a modal will appear that allows you to manually correct the portfolio assets, total assets, and liabilities.

Note: This page is only accessible to users with Producer licenses for eMoney. Support users do not have the ability to update Net Worth History.


Decision Center Enhancements: Including Monte Carlo Single Trial View

This month we're enhancing the Decision Center with a number of highly requested features—including the option to show the total portfolio assets for a single Monte Carlo trial! Keep reading below for more information on all of the Decision Center enhancements released this month:

Lifetime Portfolio Value – Single Trial

The Lifetime Portfolio Value page in Decision Center now has the option to show projections based on a single Monte Carlo trial. You can easily show your clients what their potential portfolio assets might look like by clicking into the new Projections drop-down menu and selecting from the available market conditions options:

  • Above Average Market (80th percentile)
  • Average Market (50th percentile)
  • Below Average Market (20th percentile)
  • Or a Custom Percentile

Note: Custom percentiles can be selected in 1% increments

The Monte Carlo analysis runs 1000 trials which are then ranked based on final year total portfolio assets. With the single trial feature you can then select an individual percentile run to display a specific Monte Carlo trial. For example, if average market (50th percentile) is selected, the 500th trial based on ending total portfolio assets will be displayed.

One important difference between the standard Lifetime Portfolio Value chart and the single Monte Carlo trial view is that the single trial view no longer shows a comparison to base facts as demonstrated in the screenshot below.

In order to provide a consistent user experience, we've updated the Present/Future Value selection to a drop down menu. We've also updated the existing Lifetime Portfolio Value page with some minor style updates as well as the Time Frame and Time Range slider which allows you to show particular years.

Stay tuned for even more Decision Center enhancements!


Citibank Connection Update: Retirement and Brokerage Accounts

With the latest enhancement to the Citibank Online connection, retirement and brokerage accounts are now available for aggregation.

Last year, the Citibank Online connection transitioned from screen-scraping to API-based data aggregation—a more seamless and secure aggregation experience for your clients. At that time, retirement and brokerage accounts were unavailable. Now these accounts can be automatically connected for new connections.

For existing Citibank Online connections, have your clients follow the steps below to add their retirement or brokerage accounts:

  • Log in to their personal financial website.
  • Go to the Accounts page and locate their Citibank Online connection.
  • Click the Find New magnifying glass icon, which will connect them to Citibank Online to log in and authorize any new accounts.
  • Select Authorize to connect the accounts.

That's it! Once they have authorized Citibank to allow access to these accounts they'll be available to connect to their personal financial website and will update automatically.

Note: Mortgage accounts are not available as that the Citibank mortgage account business line was sold and is now accessible through the Central Loan Administration & Reporting (CENLAR) connection. CENLAR login credentials are needed to access this mortgage data.


Our Password Complexity Requirements Have Changed

We've made two additions to our password complexity requirements:

  • A special character is now required (requirement alert on the sign-in page).
  • We are now enforcing the 'can't use username, first, last name as password' more strictly and your password cannot contain your name at all.

Users won't be prompted to update their password until it's time for them to do a password reset (expired password).


Integration Updates

TD Ameritrade Integration Update: Vault Linking

Based on your feedback, we're deepening the integration between eMoney and TD Ameritrade Institutional by allowing one or more TD clients to be linked to an eMoney Client Vault.

Here's how it works

With the TD integration enabled, you can import new or link to existing eMoney clients.

The integration link generates TD Ameritrade Vault folders that include sub-folders, identified by name and TD Client ID, for each linked client allowing for easy organization of online documents for each client.


SEI SSO Update -Open in New Tab

The SEI Integration single sign-on (SSO) functionality now opens under a new browser tab. While most features are not impacted there are some minor changes. Most notably, the loss of the eMoney integration bar you currently see when accessing the integration partner through single-sign on from eMoney.

Note: The Manage Clients feature is available on the integrations overview page.

For more Integrations-related resources, check out the new Manage Integrations link on the Applications page that launches our interactive Integrations course.


Advisor Branded Marketing Compliance Site End of Life September 30

The existing Advisor Branded Marketing Compliance website will shut down on September 30.

The compliance collateral available through this site (e.g. existing compliance videos, storyboards, and documentation) will be added to the in-app Advisor Branded Marketing compliance tool. 

Here's how it works

Simply log into Advisor Branded Marketing and locate the video you need to submit for compliance review. Click in to the video and you'll find a new option Compliance Video option that allows you to download or share a watermarked compliance version of the video.



Cash Equivalent Account Type Renamed to Cash Alternative


Based on user feedback and to provide clarity around this account type, we're renaming the Cash Equivalent account type to Cash Alternatives. When this change goes into effect it will be reflected everywhere Cash Equivalents are referenced on both the Advisor and Client Portals.