eMoney Logo
Mobile Menu Icon Close Mobile Menu Icon

Product

The Product team sets eMoney’s product vision, strategy, and experience, leading cross-functional work with development, marketing, sales, and support to deliver client value.

View the Product team in Pingboard


The product organization is comprised of the following teams:

  • Product Management: This team is comprised of Product Managers, Product Owners, and Business Analysts. They own the product roadmap and delivery of new features and enhancements.
  • Product Design: The Product Design team turns customer needs and business goals into intuitive, high-quality experiences. They research, design, and test solutions in close partnership with Development teams to ensure every feature is useful, usable, and delivers real value to advisors and their clients.
  • Practice Management: The Practice Management team helps our clients and home offices run better businesses by providing consultation, tools, insights, and guidance to grow, operate, and scale their firms more effectively by leveraging eMoney’s software.

Product Development Team Demos

Interested in seeing what the Product Development Teams are working on? You can watch recordings of their demos here: 

Or join the demos LIVE! and provide your feedback in real time by copying the demo invites from the Product/Technology Events Calendar. Directions on how to add invites can be found here.


Monthly Feature Release Meetings

On a monthly basis, the Product team hosts a feature release summary meeting where they provide a first look at what’s being released, including release timing, new features, live demos, configuration details, key messages, recent bug fixes. This meeting is open to all employees (meeting invites are automatically sent each month) to keep a pulse on the great enhancements coming to our users.

Sessions are recorded, shared here on the Intranet, included in our weekly life@eMoney newsletter, and full release notes and details are available on the Feature Release Summary Page in Confluence.


Who Does What?

With such a large platform and so many moving parts, it can be hard to know where to go with a question. The “Who Owns What” Confluence page below makes it easy by listing our teams and what they handle, helping you get your request to the right place.

“Who Owns What” by Product ART


Product Management

Responsible for strategically driving the development, market launch, and continual support and improvement of ALL eMoney products. Members of the product team collaborate with and listen intently to both internal and external customers to define, prioritize, manage and release enhancements to iteratively deliver upon our company objectives.

Visit the Product Management page on Confluence for more information.


Product Design

The Product Design organization conducts research, builds prototypes, and designs products and services that drive measurable business impact. We partner closely with product management, development, and business partners to strategize, design, and launch products that are useful, usable, and desirable. Our researchers and designers have expertise in interaction design, information architecture, visual design, and qualitative and quantitative research.

Visit the Product Design page on Confluence for more information.


Practice Management

The Practice Management team provides consultative planning support for firms and enterprises, as well as guidance for sales, marketing, account management and product.

  • Team contacts: Brandon Heid, Brandon Tucker, Chris Mauriello, Connor Sung, Joe Buhrmann, and Steve Levis.