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May 2020 Product Updates

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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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Update Your Capital Market Assumptions

Your capital market assumptions are the core of eMoney’s powerful simulation. They are the foundation of all of your client’s financial plans.

That’s why eMoney makes new historical data available quarterly, so you can keep these building blocks up-to-date. On June 3, we’re releasing the latest market index data as of March 31, 2020, to eMoney.

Check out our May release notes for more information.


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