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The Product team shared eMoney’s product vision and 12-month roadmap – including key updates across the advisor and client experience, aggregation, APIs, and integrations. These sessions are vaulable opportunities to better understand where we’re headed as a business, what we’re prioritizing, and how upcoming innovations will shape the future of eMoney.
Agenda/Topics Covered & Points of Contact
- Advance eMoney Intelligence – Josh Belfiore, Director, Product Management – Advisor Experience
- Strengthen Core Capabilities – Josh Belfiore, Director, Product Management – Advisor Experience
- Raise the Value of Premium Client Portal – Chris Grant, Manager, Group Product Management
- Improve Data Gathering – Jay Jackson, Technical Product Manager
- Portfolio Analytics – Josh Belfiore, Director, Product Management – Advisor Experience
Recording and Presentation
We hope you found this content valuable, informative, and are as excited as we are for the months ahead!!
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