Mid-year eMoney Product Update Check-in

We’ve been working hard in the first half of 2023 to make your planning experience in Decision Center more effective, efficient, and engaging.

Let’s check in with Josh Belfiore, Group Product Manager responsible for eMoney’s planning experience, as he talks about some of the most exciting releases so far this year and gives you a sneak peek into the upcoming features coming to eMoney over the next few months.

Noteworthy Enhancements:

• Recap of 2023 Planning Releases from Q1 and Q2 2023
  • Q1: New Reports in Decision Center
  • Q1: Beneficiaries on Cash and Taxable Investments
  • Q1: Roth Conversion Enhancements
  • Q1: Multi-select Securities in All Holding
  • Q2: More Top Reports in Decision Center
  • Q2: Life Insurance Gap Analysis Solver
• New Decision Center Life Insurance Gap Analysis Report (Coming Soon)
• Multi-View in Decision Center (Coming Soon)
• Customizable Plan Summary Report (Coming Soon)
• Unified Presentation Experience (Coming Soon)

This mid-year recap only touches on a portion of all the updates released so far in 2023. Check out the eMoney Product Updates page to learn more about all the latest updates.

To learn more about our product vision and roadmap for the rest of 2023 and beyond, join us at the virtual eMoney Summit this October!