settings editing preferences -...
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1 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
This training guide will demonstrate how to set preferences within Settings. The Settings option allows the user to customize aspects of the system.
From the upper right corner, click Settings.
1. General Preferences:
Specify to include data of shared clients on Home Page.
Specify to include news of Top Movers in Financial Feed found on Home Page.
Specify to show years or ages when displaying graphs. Choose to send an auto generated e-mail notification to a client about the activation of their
client website. Choose to include logo and contact information within this auto generated e-mail.
2. See Sharing Rules user guide.
2 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
3. See Alliance Partners user guide.
4. Alerts
Select HTML or Text Format for e-mail alerts
Set up the timeframe for automatic alert deletion.
5. Client History a. Automated Capture
Select the events to capture, then click Save.
3 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
b. The Custom Types tab within the Client History preference area displays a listing of the pre-
Please note:
The Automated Capture tab provides checkboxes where users can select system
events to automatically capture and record.
The following automated system events are available for capture:
1) Alert Triggered: selected by default; a record is created whenever a system alert is
triggered.
2) Task Completed: selected by default; a record is created if a task’s status changes.
3) Client Website Status Changed: selected by default; a record is created when the
client website is created or disabled.
4) Mobile Website Status Changed: a record is created when a client’s mobile website
is enabled or disabled.
5) Alliance Partner Setup: selected by default; a record is created when an Alliance
Partner is added.
6) File Uploaded to Vault: selected by default; a record is
created when a client uploads a file to the vault.
7) Connection Added: selected by default; a record is
created when a client creates a connection via the client
site.
4 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
defined types. Use the free form text box to create new types, which will be available for other
users within the editor’s office.
Both a Type and Sub-Type must be entered to create a custom type.
Pre-defined types are not editable and cannot be deleted.
To delete a custom type, select the type and the associated sub-type to delete.
After adding Custom Types click Save or Done.
6. Branding gives the advisor the ability to upload a custom logo and a mobile bookmark to the system. Please refer to Advisor Branding user guide for more information.
7. Fact Finder Defaults will help streamline the data entry process.
5 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
a. Assumptions - Miscellaneous
Retirement & Death: can set default values for assumed ages of Semi-Retirement,
Retirement, Retirement, Advanced Years, Probate Rate, Final Expenses, Mortality Affects
on Monte Carlo simulations, and the illustration of Split Death.
Z
Tax Rates can set default values for Estate Tax Law, Income Tax Law, State and Local Taxes,
Tax Rates for Other Heirs and IRD.
Please Note:
- This functionality is only available in the Advisor Role.
- After setting the defaults, any client added to the system from that point forward will
include these default values (previously added clients will not be affected).
- Default values can be adjusted on a client by client basis by editing the client specific fact
finder.
6 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
Simulation can set default values for when the Simulation Starts, Core Cash Growth Rate,
Minimum Asset Level for Solving Purposes, and Foreign Estate Tax Rates.
7 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
Intestacy can set default values for Community Property State, Decedent’s Separate
8 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
Property, 1st
Dollar Amount to Spouse, and Percent of Community Property to Spouse.
Use the Fees tab to establish default values for an advisor fee schedule.
9 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
b. Ownership can change the default handling of asset ownership with respect to Community
property.
10 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
c. Social Security can set default values for the calculation of the benefit, when the benefit begins, and its
index.
11 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
d. Expenses
12 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
The Basic tab can set default values for handling of Liabilities, Expense Growth Rates,
and Liquidation Strategies.
The Worksheet tab can build a default Expense Worksheet to use as a template for all clients going
13 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
forward.
14 | Settings – Editing Preferences
Settings – Editing Preferences
These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with clients or other members of the general public.
e. Year End Savings can set a default of Save or Spend for core cash handling at year end.