Impactful Extras

UPCOMING SESSIONS:

For users of any level; new, intermediate, and advanced, join us monthly 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.

January 31st, 2024 - Using eMoney for an End of Year and Beginning of Year Review

The beginning and end of the year can be a very busy time in our lives, especially in the financial planning world. Join us to learn how you can use eMoney to finalize the end of a year of planning, and begin the new year on the right foot in terms of client information, goals, and objectives. 


February 28th, 2024 - Best Practices in Managing Connections

One of the greatest capabilities that eMoney offers is the ability to connect assets. In this session, you will learn generally about connections, tips, tricks, and other best practices in problem solving connections issues, and how to best position to clients. 


March 27th, 2024 - Meet the eMoney Sample Clients

eMoney has several Sample Clients. But when and how should you use them? Join us to learn the many ways in which Sample Clients can bring value to your eMoney experience. 


Webinars & Recordings Series

Custom Training

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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.

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