eMoney has added a lot of cool new features in V5.2. Again, we listened to you and are proud to announce the following:
Planning Features:
- Year-end savings - customization schedule with editing capability in the Planning Center in order to show multiple saving scenarios.
- Additional editing capability in the Planning Center – including investment accounts, stock options and social security benefits.
- Tax-free transfers and rollovers – ability to model planned rollovers and tax-free transfers via transfer flows.
- Liability customization schedule - reflect additional prepayments and view updated Amortization Schedule Report.
- Start date for some items in Planning Center – allows for inheritances that are targeted to be received at a future date of investments, property and businesses.
- Buy/Sell Transaction enhancements – ability to sell pieces of an asset over time to reflect ownership transition.
Additional planning features include…
- Automatic support of self-employment tax
- Cash Flow-Planned Savings drilldown
- Term certain annuities
- Crummey powers for Irrevocable Trusts and IDGTs
- Additional definitions for living expenses in the event of premature death
- Margin balance alert
Don’t miss these larger enhancements…
- Additional Modular Needs Analysis - Asset Allocation, Business Insurance, Asset Protection, Annuity Income, Financial Statements. In addition, we have added cross module reports as well as an Observations, Recommendations and Action Items.
- Opportunity Reports - allow you to identify a number of important factors or sales opportunities across your client base, i.e., life insurance needs, disability needs, excess cash balances, product anniversaries, stock option vesting, stock option expiration, net worth ranking, etc.
- Alliance Partner Configuration – ability to configure which reports and vault documents the alliance partner can view.
- Connection Console – management of client account aggregation is better than ever!
Look forward to enhancements to existing features in the next upgrade…
- Retirement Plans
- Cash Flow Report
- Businesses
- Community Property
- Deferred compensation
- Planning Center Editing
- Vault
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