The purpose of this meeting is to provide companywide visibility into our product vision and 12-month roadmap for all parts of our product: advisor experience, client experience, aggregation, APIs, and integrations. In addition to providing visibility for existing employees, the hope is that this will also serve to educate and inform new hires about our product roadmap and vision.

This meeting will be recorded, and a copy of the presentation will be available. Archive of past presentations and recordings.

For those in Client Support: Please submit your request directly to wfm@emoneyadvisor.com to attend. The team will respond to let you know the status. Please hold off on accepting any invites until you hear back from the WFM team. NOTE: This will be recorded and made available for viewing post-event.

Zoom link: https://emoneyadvisor.zoom.us/j/94760377235?pwd=ak3tCSbnGokRlOm4dXFbrEOBxUufz7.1

Passcode: 752121