The MoneyEdge Advanced is designed for the more experienced adviser or any adviser who desires to produce more detailed reports for their clients. The Advanced version also has many additional options not available with MoneyEdge Express; see the Version Comparison Chart for some examples.
MoneyEdge Advanced consists of 14 reports:
- Client Cover Page
- Current Financial Position
- Current Income Assessment
- Financial Ratios
- Income Projection
- Emergency Fund
- Retirement Projection Chart
| - Retirement Ledger
- Retirement Goal
- Education Cost Projection
- Debt Elimination Report
- Protection Needs
- Expense Report
- Action Plan with an optional detailed HTML editor
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MoneyEdge Advanced also includes:
- Significant enhancements on each page not available in the MoneyEdge Express version
- Ability to either show information at a summary level (summarizing all retirement accounts as one lump sum, for instance) or at a detail level (expanding each different retirement account out and showing individual balances, personal contributions, employer contributions, etc)
Note: This summary/detail option is available on virtually all the clients variables including incomes, expenses, debts, cash accounts, etc. - Ability, at your option on a client by client basis, to give your client on-line access to all or only a portion of their MoneyEdge report. Plus, if you desire, the system notifies you via email when a client logs in
- Detailed login history of activity within each client profile
- Ability to pick and choose what reports to use with a client
- Ability to use the MoneyEdge Express version or advanced reports with a given client
- Input / Output view with a split screen option and ability to show or hide menus
- Choice between a simplified action plan page (simple html editor) and full html editor
- Future reports currently under development will be included with this subscription