Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
This high‑level overview explains how CoPlanner reviews existing client data and plans, applies eMoney’s proprietary rules‑based engine, and evaluates a wide range of planning techniques to identify actions designed to improve Monte Carlo outcomes. You’ll also see the scope of techniques CoPlanner supports and how advisors retain control by reviewing, editing, or saving recommendations directly to the plan. Share this slick to provide a clear, transparent view into how planning recommendations are generated while maintaining confidence in consistency and oversight.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.