Product Update Webinar the New Client Organizer

Following the release of the new Client Site Organizer on May 6th, the eMoney Training Team hosted a live webinar to walk you through the new features included in the update.

To view a recording of the live webinar click the button below.

What has been updated? 

• The Organizer has been redesigned to focus on what matters most to your clients: people and things.
• Style changes have been implemented including a wider page layout, fonts, new tab styles, and more.
• We’ve added Document Suggestions, which allow you to create a customized Vault Checklist of recommended files that exist on the Client Website.
• Clients have been given the ability to associate Real Estate, Business, or Personal Property facts with Liabilities and Insurance Policies.
• A new account flow has been created to provide your clients a more guided aggregation and fact building experience.

Use this Informational PDF when presenting the new Organizer to your clients and prospects.

Have a question not answered in this webinar? Contact eMoney Client Support at customerservice@emoneyadvisor.com or 888-362-8482.