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Engagement - Product Updates

May 2025 Product Release

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Date Sent: Tuesday, May 20, 2025

Audience: Standard Version of eMoney | Learn more about audiences

Description/Overview:

To make your presentations more consistent across experiences, now you can apply a single Monte Carlo trial percentage to all your relevant advanced planning reports and presentations.

What's included:

Monte Carlo Single Trial Projections Added to Reports (New)
Client Portal Improvements and Discontinuations for an Enhanced Experience (Coming Soon)
Presentation View in Decision Center: Seamless Financial Planning (Coming Soon)
Life Insurance Topic Enhancements in Needs Analysis (Coming Soon)
2025 State Estate and Inheritance Tax and Annual State Income Tax Updates (New)

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Communications Resource Center

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