Empowering Women in Financial Planning with Cary Carbonaro
Episode Summary A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and… Read More
Webinar Replay: The Future eMoney Experience
• eMoney Communications Team • December 14, 2020
Updated on: April 30, 2024
Product strategy at eMoney is built on exploring ideas and developing new approaches to innovate on our comprehensive, planning-led platform.
Watch our recent webinar to hear from Jess Liberi, Head of Product, as she shares eMoney’s roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience, including:
- A modern, efficient and interactive advanced planning experience in Decision Center
- Enhancements to our marketing tools designed to improve your digital presence and generate new business
- New cash flow, monte carlo, client portal and report features
You may also be interested in...
Elevate Your Practice: The Power of Client Portals in Financial Planning
In the competitive world of financial planning, staying ahead means leveraging technology to empower both you and your clients. Client… Read More
How Monte Carlo Analysis Can Foster More Collaborative Planning Relationships
Many people think Monte Carlo analysis and its advanced mathematics is only useful to the financial advisor working alone in… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
Download Now