A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
to be able to quickly create a plan
a solution to serve clients with basic planning needs
Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers) to help quantify the potential
impacts of future risks and make more...Read more
Orion Risk Intelligence has no more discussions with answers
What types of planning capabilities does eMoney provide?
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Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
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Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
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Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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