eMoney Unveils Product Roadmap At Summit
eMoney Head of Product Tom Sullivan Technology eMoney Unveils Product Roadmap At Summit Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way. During the opening of eMoney’s annual virtual summit, the company gave an overview of several upgrades to its platform, along with plans for the coming months.
Currently-available enhancements include a Tax Bracket Report and Automated Bracket-based Roth Conversion in the Decision Center; an updated Plan Summary Report that creates custom reports for each client; and new Multi-View functionality for collaborative planning with clients through personalized dashboards.
Tom Sullivan, head of product, said feedback from advisors was a “major driver” in deciding which features to upgrade.
“Human-centric advice planning is in demand and will continue to be so,” he said. “We remain focused on creating more intuitive workflows.”
On the advisor portal side, full, unlimited editing will be available in the Decision Center soon.
eMoney is also on track to double the number of reports this year, with additions such as interactive tax planning charts and life insurance features. Forthcoming enhancements include new reports on secure income, insurance premiums, income taxes, assets and more.
Life Insurance Gap Analysis and Retirement Age solvers launched in 2023, the Minimum Additional Savings solver is expected later this year and additional Insights will be released in 2024.
Earlier this year, a new Progress report launched in the Decision Center. Next year, the report will evolve to show a client’s plan over time.
Chad Porche, senior vice president of product management, said much of eMoney's recent planning development work focused on consolidating the workspace into Decision Center.
Firms will also have the ability to distribute portals to clients using an API by the end of 2023; and will be able to segment clients or prospects based on certain criteria.
“APIs unlock unique and personalized information in financial plans,” said Ricky Illigasch, vice president of product management. “End consumers demand personalization.”
TAGS: WealthStack Industry 0 comments Hide comments
Comment * Switch to plain text editorMore information about text formats
Text format CommentsPlain text Comments- Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
- No HTML tags allowed.
- Web page addresses and e-mail addresses turn into links automatically.
- Lines and paragraphs break automatically.
- Load More
Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.
Originally posted on: https://www.wealthmanagement.com/technology/emoney-unveils-product-roadmap-summit