Intermediate Series: 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.

UPCOMING SESSIONS:


October 13th - 11:00am ET

October 22nd - 11:00am ET

November 2nd - 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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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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