Events are a valuable element of how advisors build relationships with clients. Whether it’s a meeting, an appreciation banquet, or… Read More
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
You may also be interested in...
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
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