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.
From established Baby Boomers to younger generations just beginning to explore investment options, everyone needs financial planning assistance. In fact,… Read More