emX Walkthroughs with Edmond Walters


Once a week, we’ll be sharing a video walkthrough of an emX feature led by none other than our Founder and CEO himself. This week’s video features Edmond building a comprehensive financial plan for two sample clients. Watch as he walks you through a couple’s goals for their financial future, and shows how an advisor could create a custom-built plan in emX that meets all their financial needs in no time.

Continue reading