With account aggregation, you can see a complete view of your entire business – including assets held away. While Connections enable you and your clients to automatically update accounts with ease, there are a few best practices all advisors should be aware of to ensure you and your clients’ connections remain successful. Here are some…
In this webinar, we discuss why the client site is important before diving into the tool. Topics include the following: Value of providing to your clients Features overview Global customization If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.
This webinar focuses on how to position emX for prospects and the best way to help them understand the software. Topics include: Client-facing marketing materials Client portal access Planning and interactive tools Sample presentation Click here to watch the recording. If you’d like to register for any of our upcoming training webinars, head over to…
In this week’s WebEx, we provide some tips and recommendations for starting the new year off on the the right foot. Topics include cleaning up connections, using Analytics, and updating the Client Site.
The New Year is upon us, and in this webinar we provide some resolutions you can make when it come comes to your eMoney Dashboard. Topics include, Client Onboarding, updating connections, creating plans, and more.
In this week’s Training Webinar, we go through the best practices for onboarding clients into the eMoney Application. We discuss self registration, which allows clients to setup their client website on their own time, and eMoney’s new automated onboarding workflow, providing tips on how best to use each feature.
In this week’s webinar, we go through how to create a comprehensive retirement plan for clients, providing tips on how to best showcase eMoney’s many capabilities.
In this webinar, we take you through a sample client meeting to show you all the ways you can leverage eMoney’s planning tools to create better client relationships.