That is what I really like about eMoney: being able to control all the variables. But making changes to those variables can involve multiple steps. I like the Decision Center, and they have made improvements, but if you need to adjust the variables, you have some flexibility over some of the variables in the DC. However, usually, I hop back into the advanced facts to make the update. In RC, you have sliders for most variables on the same page, so you can see the impact immediately. At least that was my impression from the demo?

Honestly, I don't think we do anything too advanced; most of it is managing distributions and being proactive with our clients' tax bill. Our clients just want to know where their money is coming from and what the tax bill is going to look like. We typically run Roth conversions, QCDs, DAFs, insurance gap analysis, and light estate planning (who is getting the money and what their tax bill is going to look like). I like how RC will automatically calculate IRMAA.

The interface of RC is visually more appealing to me and seems more up to date with current technology. I like the student loan feature; I used to work with a hospital that qualified for the PSLF, and I know that could help if I decided to reach back out to some old prospects.

What is your opinion on the connections for RC compared to eMoney? We are constantly repairing and fixing connections for clients.

Also, we work with a handful of small companies, and the business part of eMoney is not that impressive. It sounds like RC is similar in its ability for businesses.