Feeling burned out? You’re not alone—and small changes can help. Join mental health professionals for practical ways to reset and recharge. Register here. Note: This workshop is being offered at 12 p.m. ET and 8 p.m. ET!
In the spirit of transparency and collaboration, all employees are invited to join optional monthly feature release sessions where the Product team provides a first look at what’s being released, including release timing, new features, live demos, configuration details, key messages, and recent bug fixes. No action is required; meeting invites will automatically be sent […]
eMoney will be closed Monday, May 25, in observance of Memorial Day. Normal business hours will resume Tuesday, May 26.
Join members from our Product 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! Note: The meeting will be […]
“Honesty and transparency truly stand out. If you have questions, you’ll get real answers.” That pretty much sums up CLT Office Hours. It’s not a presentation. Not a formal Q&A. Just a relaxed conversation with leaders who genuinely want to connect. Join Susan McKenna, Tom Sullivan, Fred Pattin, Christian Solomine, and Jason Novak on May […]
During this session, PX will walk through how to: Access the new DIG experience Complete your Mid-Year Review Join Zoom Meeting
More details coming soon!
More details coming soon!
During this session, PX will walk through how to: Access the new DIG experience Complete your Mid-Year Review Join Zoom Meeting
Mid-Year Reviews kicked off on June 1 in the new DIG experience. You should be meeting with your manager to discuss overall progress toward performance goals, competencies, and development plans. All employee progress comments should be entered in DIG ‒ Performance by Friday, June 12. Click here for resources and more information.
Open Enrollment for 2026 will take place from June 17 through July 1. (More details coming soon!) During this time, you’ll be able to review your current benefits and make any updates to your elections.
