9 Things You Don’t Know About eMoney: Training & Support

9 Things You Don't Know About eMoney

You may know every state capital, or all the words to “Bohemian Rhapsody,” but do you know everything about eMoney?

We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We also embrace the rise of the FlexGenSM Advisor and are determined to help everyone talk about money.

“My favorite aspect of eMoney is the people. We feel like we’re a partner with eMoney. It’s really the people behind the tech that’s the most important to me.”

James Werner, CFP®, Silicon Hills Wealth Management

The first thing you might not know about eMoney is that we have extensive training and support programs for beginners, power users, and everyone in between. Topics include platform essentials, advanced planning techniques, best practices, and continuing education credits for a variety of financial professionals. We offer:

  • In-person and virtual sessions to integrate and master the eMoney platform
  • Live or recorded product update and best practice webinars
  • Customized in-person training programs for new or long-time eMoney users

Watch this video as eMoney users discuss the customized training and support they receive:

Stay tuned for more “9 Things You Don’t Know About eMoney.”

Joe Kozeniewski

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