October 2020 Product Updates

Next month, we’re adding a report in both Advanced Planning and Foundational Planning that provides advisors and clients with a concise summary of all the details regarding their financial plan.

Learn more about the latest eMoney updates and what’s coming next using the links below:

• New Plan Summary Report (Coming Soon)
• Distribution Center accessible only through Decision Center (Coming Soon)
• Knowledge Base Resources for eMoney Admin Users (Coming Soon)
• Connections Dashboard Update Sort By Institution (Coming Soon)
• Cash Equivalent Account Type Name Change (Coming Soon)
• Compliance Videos Available within Advisor Branded Marketing

Check out the Product Updates page for more information on all the latest releases.