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. 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.

October 6th, 2021 - 2:00pm ET - Delivering Client Plans

This session will focus on how to effectively use multiple areas of our platform to provide client plans. We will touch on present mode, financial priorities, and how to present with our interactive planning tools.

October 20th, 2021 - 2:00pm ET - Maximizing the Presentation Suite

This session will cover how you can maximize the potential of our presentation suite to build custom deliverables. We'll also share time-saving tips along the way.

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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