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Learn MoreemX Select gives you access to eMoney’s powerful data aggregation tools, our entire suite of deep data integrations, and the industry’s best client portal – all from one platform. And while all of this might seem like a lot to digest in one short week, navigating emX Select is actually quite simple.
Each time you sign in, you’re brought to your Advisor Homepage. (Don’t remember your credentials? Just refer back to your first eMoney email.) From here, you can use the toolbar to head to any part of the system, including:
From these pages, you can easily create or fix any connection, add or delete clients, view assets under management and held-away, manage any client’s website, establish an integration, and more.
For a detailed navigational overview, check out the training video below. Or, download the emX Select Product Overview.
https://youtu.be/kOmFIjFjGaE
Your first week is also a great opportunity to complete a checklist of some simple, yet significant tasks. Below is a list of steps we suggest you take to optimize your emX Select experience. You can also download our Month One Checklist here. (Not following by the book? No worries! These are just some of our suggestions for getting started – you can always decide what first steps are important for your business.)
In the top right corner of the Toolbar is the Settings tab. Here, you can customize the advisor and client websites, establishing system defaults like:
Within the Settings tab, you also have the option to establish important Fact defaults, such as:
It’s best to connect your integrations early. The data that flows into eMoney from your other applications will reduce much of the data-entry work that would normally be done later, saving you valuable time.
To establish a connection to any integration, head to the Applications tab and click on the desired integration partner’s tile. This will bring you to that company’s unique support page in emX Select, which then guides you through the short process of establishing single sign-on.
For more help, check out our user guides:
Creating your own profile in eMoney has several benefits. It gives you a perspective into what the client will see, familiarizes you with many of the platform’s tools, and provides your first sample client you can use to practice presenting.
And, if you’re one of those overachiever types, you can familiarize your entire staff to the system as well, by having them either upload their own information or practice with one of the pre-built sample clients.
These are just a few of our suggestions for mastering your emX Select Platform. You can visit our Binge Learning section to see how else you can get started to make emX Select work for your practice.
