In this training webinar, we discuss how to best use Connections to benefit your business. Topics include the following:
- Advisor vs. Client Connections
- How to add an advisor connection
- Efficiencies using the connection console
- Best practices adding client connections
- Connection troubleshooting
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.