Decision Center: A Real-Time, Responsive, Interactive Financial Planning Tool
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Present to and engage Clients with eMoney’s Decision Center! Hear how this tool can provide a dynamic and collaborative planning experience for both Advisors and Clients
With guest Josh Belfiore, Group Product Manager.
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.