CoPlanner: Keeping Planning Personalized

Meet eMoney’s newest planning tool — CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering. 

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.