Weekly Training WebEx: Client Site Best Practices

Part One: Organizer and Accounts

In part one, we dissect the Organizer and Accounts section of the eMoney Client Website from a client’s point of view.

Part Two: Spending and Budgets

In part two, we examine the Spending and Budgeting section of the eMoney Client Website with a focus on:

• Advisor Side Permissions
• Adding Accounts
• The Spending Tab
• Security and Permissions

Part Three: Security and Vault Features

In part three, we examine the features of the eMoney Vault, as well as all the security features built into the entire eMoney Client Website.

Part Four: Workshops and Reports

Watch as we take you through how to customize the reports available to each client and show you how to leverage our workshops.