Intermediate Series: Entering Portfolio Assets
Get ready to explore your client's portfolio assets. As an introduction to portfolio assets, this session outlines best practices for using facts and relevant reports to accurately enter investment types in to the eMoney platform.
UPCOMING SESSIONS:
April 26th - 11:00am ET
May 7th - 11:00am ET
May 16th - 11:00am ET
May 28th - 11:00am ET
CAN’T ATTEND A LIVE SESSION?
Watch a previously recorded on-demand video:
Webinars & Recordings Series
Custom Training
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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.