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September 2020 Product Updates

In response to your feedback, we’ve streamlined the process of correcting inaccuracies in your client’s net worth history. Unlike the previous process, which required assistance from eMoney Client Support, our new Net Worth History page allows you to easily review and correct any inaccurate historical net worth data.

We’ve also updated the Decision Center with Single Monte Carlo option, added support for retirement and brokerage accounts to the Citibank Online API connection, and much more.
Check out our September release notes for more information.