Q1 Recap: eMoney’s Recent Releases

Let’s dive into what’s new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! 

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.