July Product Release Update

This month, we walked through our July Product Updates, including releases that are now available, and those coming soon!

Available Now

• All Holdings Update: Client Assumptions (Blog Post)
• The Knowledge Base Course Update (Blog Post)

Coming Soon

• Life Insurance Gap Analysis in Foundation Planning (Blog Post)

Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.