Discover the latest advancements in eMoney, where we unveil enhancements to the Decision Center and Navigation, along with exciting new Annuity (RILA) features, and more.
In Q2 2024, we introduced Monte Carlo Configurability, enabled Syncing Client Portal Users to Facts, shared updates on Connections, and more.
In Q1 2024 we added a new Modern Client Experience, Minimum Additional Savings Solver, an Enhanced Login Experience, Our First Fee Billing Integration: AdvicePay, and more.
Looking for additional resources? Check out the eMoney Blog and our live and webinar training events!
