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January 2020 Product Updates

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

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This January, we’re releasing updates to some of our most popular features, including Monte Carlo, Lead Capture, and Foundational Planning. Many of these updates were driven by user feedback through our Request a Feature page.

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What’s New and What’s Next with eMoney

Questions? Give us a call at 888-362-8482 or send us an email.

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