As we head into the summer months and clients begin taking vacations or are busy spending time with their kids, who are home from school, it’s a great time to take advantage of all the world-class conferences the financial industry has to offer.
Ever wanted to bring your product idea to life in the eMoney app? Pairing teams of advisors with our developers, the eMoney Hackathon is your chance to brainstorm new product ideas and code a working piece of tech that could become a new eMoney feature.
The snow’s melting, the temperature is beginning to rise, and the eMoney team is ready to hit the open road as conference season swings into full gear!
Since the inception of T3, eMoney has made it a mission to make our presence known, and this year was no different. We had more than a few updates, unveilings and new releases in store for attendees. Check out all the highlights here.
The T3 Conference kicks off next week from February 14 – 17. If you’re planning to attend, you won’t want to miss our session on Wednesday where we’ll reveal a few big surprises on our product roadmap. See below for a sneak peek of what to expect from next week’s eMoney session. Advisor Assurance To…
As we head further into the winter months and the temperature continues to drop, conference season is just beginning to heat up!
Watch a replay of our live webinar on eMoney’s Fiduciary Framework, our comprehensive DoL compliance strategy. A mix between existing functionality, product enhancements, and new tools, Fiduciary Framework is eMoney’s initiative to bridge the long-standing gap between financial planning tools and compliance software, creating the industry’s first and only fiduciary focused planning platform in the process.
The third and final day of #eMoneySummit16 got off to a quick start as summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers, chat with our developers and project managers, or get plenty of tips from other eMoney users.