In this session, we reviewed June’s product enhancements – including tax and sample clients updates. Then, Josh Belfiore from our Product team joins to discuss the eMoney planning vision and planning product roadmap, focusing on presentations and reports, facts, and Decision Center.
Looking for more training opportunities?
Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your July Training Opportunities here.