Client Portal Spending Rules

The eMoney Client Site spending area presents an interesting dilemma for advisors. On one hand, it’s one of our software’s most popular features; it presents client spending information from their connected accounts in one easily categorized list and allows clients to create a budget that will help them better manage their finances. On the other hand, advisors might not be as familiar with this client tool as they are with advisor-facing features they use every day.

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