All About Connections (Training Webinar)

In this overview of the eMoney’s aggregation features, we walk through the entire process of managing you and your client’s connections. Our aggregation service allows you to create a full financial picture and a living breathing model of your client’s financial life.

Listen Here

Watch the Recording

Topics Covered

  • Adding Connections
  • Connection Management
  • Troubleshooting
  • Client Best Practices

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.