eMoney Tip of the Week: Client Portal Budgeting Basics

The Spending tab on the Client Portal allows your clients’ to create monthly budgets that accurately track their spending through aggregated accounts. Spending is automatically hidden from advisors, so it is important to familiarize yourself with this feature before your client has any questions about creating a budget of their own. How Does it Work? After a…

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eMoney Tip of the Week: Creating a Mid-Year Review Template

We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.

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