In Q2 2023 we added the new Precision Search for Advisor and Client Connections, Cash Flow Insurance Premium Report in Decision Center, New Presentation Building Experience, and more.
In Q2 2023 we added the new Customizable Plan Summary Report, TD Ameritrade to Schwab Migration, Enhancing Securities Classification, Expanding Spending Categories, and more.
In Q2 2023 we added the Finical Priorities Report, Fill Up Tax Bracket, More Top Reports in Decision Center, Life Insurance Gap Analysis Solver, and more.
Looking for additional resources? Check out the eMoney Blog and our live and webinar training events!