Our CEO, Greg Furer, walks you through some of the 2023 updates to eMoney Advisor including the new TOD functionally for investment and cash accounts, the Progress Report and Reports in Decision Center.
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate using Linear vs Monte Carlo assumptions in eMoney Advisor Advanced Planning software.
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate their top three favorite reports in eMoney Advisor Advanced Planning software. Jared’s Top 3 1. Subreport “Tax Type” under “Assets” 2. Income Tax 3. Balance Sheet Greg’s Top 3 1. Ledger 2. Cash Flow 3. Sub Report “Beneficiaries” under “Fact Summary”
Special guest Jared Russ from LPL Financial Planning along with Greg Furer debate using the default of “Spend” vs “Save” with “Year-End Savings” in eMoney Advisor Advanced Planning software.
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