October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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Webinar Replay: The Future eMoney Experience

eMoney Communications Team December 14, 2020

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
  • Incentive, our new client-led financial wellness app that helps advisors introduce planning topics at scale and encourages behavioral changes
  • 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

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

REGISTER NOW

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.