Upcoming Webinar: eMoney Product Vision

The eMoney product strategy is built on logic and creativity and propelled through innovation. Join Jess Liberi, eMoney’s Head of Product, for a live webinar on Thursday, December 12 at 1:00 p.m. ET, as she shares insights on the meaningful enhancements to eMoney’s roadmap, which are focused on delivering an exceptional client experience. Seats are limited, so register today! Can’t make it to…

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Using Account Aggregation in Financial Planning to Grow Your Firm

Financial Account Aggregation for Growth

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. Demand for account aggregation is driven by our…

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