Join the Product leadership team as they share our product vision and 12-month roadmap, covering all key areas: advisor experience, client experience, aggregation, APIs, and integrations. This session is designed to ensure everyone – new hires and current team members – has a clear understanding of where we’re headed.

For Client Support team members: Please submit your request to attend to wfm@emoneyadvisor.com. Wait for confirmation from the WFM team before accepting the invite. Remember, the recording will be available if you can’t join live!

Zoom link: https://emoneyadvisor.zoom.us/j/99389866537?pwd=MoaEC2alfe8cmxJZ1iJv4oqiza8L5z.1
Passcode: 529950

• Note: The meeting will be recorded, and both the presentation and past recordings will be accessible in our archive here.