Core Concepts Series

For beginners, these sessions cover the fundamentals of the core concepts and tools for getting started with the eMoney platform. You can complete a session either by attending a live webinar or watching a video. Live sessions are hosted daily and provide a forum to ask questions. Videos are available for those who are unable to attend a live session or prefer to learn on their own.

NAVIGATING EMONEY:


Learn how to navigate the eMoney platform so you know where to find what you need, including aggregation, troubleshooting best practices, and go-to resources.

ENTERING DATA:


Learn the fundamentals for entering client info into the Fact Finder and time-saving strategies for data entry.

TROUBLESHOOTING REPORTS & CREATING PRESENTATIONS


Learn the best practices for using reports to validate the data that powers your plans and how to create customized and professional presentations. 

INITIALIZING YOUR CLIENT EXPERIENCE:


Get ready to deliver your differentiated client experience. Uncover the features of the Client Portal to create a customized client experience and streamline practices for onboarding a client.

CREATING SCENARIOS AND INCORPORATING INTERACTIVITY:


Learn how to build comprehensive financial plans using the eMoney platform and ways to incorporate interactive planning tools into your planning process.

CREATING A SIMPLE FINANCIAL PLAN:


Learn fundamentals of the Foundational Planning tool and simplified approaches to easily produce financial plans with minimal client information and data input.

GETTING STARTED WITH ADVISOR BRANDED MARKETING:


Learn how to get started with your Advisor Branded Marketing.
Webinars & Downloads

Custom Training

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LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.

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