2018 eMoney Summit: Product Roadmap Highlights

Speakers at the 2018 eMoney Summit delivered inspiring keynotes, educational breakout sessions, and … product announcements! In case you missed it, Jess Liberi, our Head of Product, presented our company product vision. She covered not only what we’re building, but why and how. And perhaps most importantly, for whom. We evolve our platform to anticipate and respond to changing…

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New Analytics Charts Coming Soon

Last month, we released the first set of new charts designed to enhance the insights previously only accessible through our Advisor Opportunity reports. Next month, we’re releasing three new charts, adding even more value to the Analytics platforms you know and love—allowing you to make data-driven decisions that differentiate your business so you can better…

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