Arrow Icon

Modeling What-If Scenarios with Interactive Tools (Training Webinar)

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

This webinar is based off of feedback from clients calling into customer service. We demonstrate how to set What If’s and use them in the Interaction Tools. We also look at each of the Planning Tools, run through different stress tests, how to create scenarios and add planning techniques.

Listen Here

Watch the Recording

Topics Covered

  • Interactive Tools
  • Stress Test Runs
  • Creating a Scenario
  • Adding Planning Techniques

Resources

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.


Related Posts