This year has been an exciting and eventful one for eMoney, with the launch of eMoney 360Pro. We have not rested on our laurels, though, with a number of new enhancements developed over the past few months. Based on feedback from subscribers we have made adjustments to the system designed to provide you with additional flexibility and usability.

The following features have been added to the system over the last few months: 

• Option to include Stock Options
  in Asset Allocation Report
  Stock Options are an important and significant part of many executives’ portfolios.  You now have the flexibility on whether or not to include Stock Options in the Asset Allocation Report.
  
• Ability to add additional Miscellaneous above line deductions
  Now you can model your client’s unique situation.
  
  

• Option to select whether to split or not split gifts
  This flexibility allows for sophisticated estate planning techniques including second marriages and children from prior marriages.
• Ability to schedule an aggregation freeze in order to prepare for a client meeting
  
• Pass thru entities in order to model business income, expenses and losses
• Ability to apply state income tax to retirement plans and tax-free income

2008 is shaping up to be even more eventful with additional features being added throughout the system.

Watch this space for additional information on upcoming features of the system.