New Integration How-To’s

At eMoney, we think learning should be easy and intuitive. So our “How-To’s” were designed to guide you through completing a task in eMoney, like adding a client or launching a client website, without the hassle of calling into our Customer Support Team.

With over 7,000 How-To’s guiding over 2,000 users since the feature was released earlier this year, How-To’s have streamlined the way you work within eMoney.

That’s why we’re dedicated to continuing to expand the library of How-To’s that are available to you. We’re introducing 15 new How-To’s focusing on the integration features you use most, including importing clients, running reports, and syncing account data.

See below for a full list of your new Integration How-To’s:

• Run an Albridge Report
• Turn on the Albridge Integration
• Import a Client from Albridge
• Import Spousal Accounts from Albridge
• Turn on the MoneyGuidePro Integration
• Run an Orion Report
• Turn on the Orion Integration
• Import a Client from Orion
• Turn on the Morningstar Office Integration
• Turn on the Morningstar Advisor Workstation Integration
• Run a Morningstar Report
• Turn on the Redtail Integration
• Import a Client from Redtail
• Import Spousal Accounts from Redtail
• Turn on the Riskalyze Integration

Find these new How-To’s, in eMoney, by clicking Help on your Advisor Navigation Bar, or go to the Resources tab within the Knowledge Base.