2022: Where We’ve Been | 2023: Where We’re Going

As we close out 2022, eMoney invites you to a recap of the year’s product releases and how these updates align with our product vision. Follow along as we take you through a click-by-click demo of some of our most notable enhancements from 2022.

As we look toward the year ahead, learn about product themes for 2023 and where we plan to focus future development efforts.

This on-demand recorded video is hosted by eMoney’s Senior Financial Planning Product & Development Consultant, John Costello, along with eMoney’s Planning Product Marketing Manager, Joe Pearson.

Use the chapter timestamps below to advance to specific topics:

• Our 2022 Focus 3:03
• Decision Center Updates 5:10
• Fact Finder & Advanced Planning Updates 8:46
• Enhancing Our Presentation Aesthetics 10:38
• Application Demo Overview Of Changes 12:07
• Insights within Decision Center 14:51
• New Roth Conversions within Facts 21:51
• Updated Report Aesthetics 23:42
• Updates to the Net Worth History Report 24:19
• Honorable Mentions in 2022 27:29
• 2023 Themes 30:21
• Enhanced Presentation Building Experience 33:42
• Track Progress to Goals 34:36

For a full list of all 2022 product updates, check out the 2022 eMoney Product Release Page.

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your December Training Opportunities here.