Happy Thanksgiving from the eMoney Team!

As Thanksgiving approaches, we can’t help but look back at 2019 to reflect on all we have to be grateful for.

At eMoney, it’s our mission to help people talk about money. We intensely believe that all investors—regardless of their financial status—deserve solid financial advice so they can achieve their life goals.

It’s the work you do every day—building plans and tirelessly working with clients—that inspires us to develop the industry’s smartest and most comprehensive planning platform. This includes new tools, like Foundational Planning, to help you serve new client segments, and enhancements to Advanced Planning to support your clients’ most complex needs.

We’re grateful to be a part of your story as you continue to be the Heart of AdviceSM for your clients.

So thank you for your continued trust and stay tuned for even more coming to eMoney in 2020.