eMoney's latest release is receiving rave reviews from
advisors, their clients and industry experts. Read
what industry expert, Joel Bruckenstein, has to say about
eMoney version 7.6 in the Financial Advisor Magazine article below.
eMoney Version 7.6 introduced over 25 advanced planning enhancements including
new Multi-Generational Transfer Reporting. Now you can
show your clients the total annual transfers being made to specific heirs
and charities from multiple sources...all on one page.