Coming Soon: The Knowledge Base and How-To’s

Using software should be easy and intuitive. At least that’s how we see it.

We do our best to make eMoney as simple to use as possible. But even with the efficiencies we’ve built into our platform, when working with complex features like integrations, aggregation, and a personal financial management portal, sometimes a little extra guidance can go a long way.

That’s why we created The Knowledge Base and How-To’s, providing interactive training and on-screen guidance to help you complete even the most complex tasks in eMoney quickly and efficiently.

The Knowledge Base

The Knowledge Base will be located under Help from the Advisor Home Page. Inside, you’ll find training programs for new and experienced users, consisting of user guides, videos, and more. These training programs are designed to suit all learning styles and include all features of the system.  Upon completing a task in a training program, you can simply close the tab and a progress bar at the bottom of your screen allows you to quickly return to the training program in progress.

These guided training courses simplify the process of using eMoney for new users just starting with the system and seasoned pros digging into a new feature.

Preview of The Knowledge Base features.

How-To’s

Whether it’s adding a client to eMoney or building a presentation, you will be able to quickly access our new interactive guides without the hassle of reaching out to our Customer Support Team (but you can still call them just to say hi if you’d like).

Simply click Help and select the action or task you wish to complete to initiate the How-To’s.  You will then be guided through the process to completion. Here is an example of a How-To that guides the user through the process of adding a new client to eMoney:

Preview of new How-To feature.