Intermediate Series

For mid-level users, these sessions expand your knowledge of the eMoney Platform.

Creating a Complete Picture:


Join us as we review the optimum workflow for maximum efficiency within the eMoney Platform.

Understanding the Assumptions:


Discover the importance of accurate assumptions and how they affect cash flow simulations and your client's financial plans.

Entering Portfolio Assets:


Get ready to explore your client's portfolio assets. The session outlines best practices for accurately entering all Investment types, from cash accounts to stock options, into the eMoney platform.

Property and Protection in eMoney:


Explore eMoney best practices for inputting personal property and real estate, as well as various insurance policies.

Getting the Flows Right:


Join us for an in-depth look at all cash flow related Facts within eMoney. Review our advanced cash flow simulation, then dive deep into all income, expense, and transfer workflows.

Diving Deeper with Reports:


Understand how to effectively use our most popular planning reports and even discover some lesser known reports. This session outlines how to use reports to their full potential and present customized presentations to your clients.

Planning for General Client Types:


Learn how to effectively use the eMoney platform to serve a variety of different client types. This session explores best practices for low, moderate, and high net worth households.

Webinars & Recordings Series

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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