Impactful Extras
UPCOMING SESSIONS:
For users of any level; new, intermediate, and advanced, join us bi-weekly to learn about extras of the eMoney platform and their far-reaching impact. We will cover topics ranging from collaboration & organization, to client portal engagement strategies, to process flows for delivery and much more in these 1 hour sessions. This series is guaranteed to become a favorite resource as we deliver insight, best practices, and strategies on many areas of the platform. For previously recorded webinars please visit our Recorded Webinars page.
March 29th, 2023 - Modeling Divorce in eMoney
Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We'll demonstrate how to split a household and assets into separate client profiles.
Webinars & Recordings Series
Custom Training
LOOKING FOR MORE PERSONALIZED TRAINING?
Design a customized virtual or 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.