The Investor of the Future


Learn how forward-thinking firms are winning by taking a digital-led, client-first approach and how—by rethinking their service models and their tech stacks—they are successfully scaling their firms for future growth.

Watch the webinar below to hear from Jess Liberi, eMoney’s Head of Product, as she discusses the trends facing our industry and the opportunity at hand for those firms who are redefining financial planning to meet their needs of their clients across the entire financial lifecycle.