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Date Sent: Wednesday, December 10, 2026
Audience: All Users | Learn more about audiences
Description/Overview:
As we close out eMoney’s 25th anniversary year, share this email with your advisors celebrating the end of 2025 which includes this exclusive roadmap and vision presentation to reinforce how their feedback drives innovation. In this exclusive Product Roadmap & Vision presentation from the eMoney Summit, our leaders reveal how we’re evolving the platform to help advisors plan smarter, collaborate more seamlessly, and deliver even greater value. It’s a look back at key progress in 2025 and a glimpse into what’s ahead in 2026—perfect for reinforcing the innovation story with your teams as we go into a new year.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.