What’s New in April 2025: Ester™ Q&A, eMoney integration, and more
Spring is all about fresh starts and this month’s release delivers exactly that. From AI that can field your nuanced estate‑planning questions to a one‑click eMoney integration that auto‑loads client data, we’ve focused on turning hours of manual work into minutes. You’ll also find new ways to customize the Ownership Balance Sheet, tighter guard‑rails that […]
4 min read
Apr 24, 2025