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. 

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