Arrow Icon

September 2020 Product Updates

Visit Heart of Advice

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

Learn More

What makes this year's eMoney Summit different? For starters, our agenda has been built around our most popular training programs and frequently searched Help menu terms.

View Agenda

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.

Related Posts