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As we continue to work from home and virtually connect with clients, it’s essential to connect with your internal team.
Today, we’ll introduce you to or refresh your knowledge on a few tools you can use to stay organized and collaborate with your colleagues in eMoney.
First, let’s look at how to set up your team successfully. You’ll be able to create Sharing Rules and Alliance Partners in your Advisor Settings.
While only one person can own a client in eMoney, with Sharing Rules, you can access each other’s clients and work together on a plan. You can share individual clients or your full client list to eMoney users in your office. When sharing clients, you can also enable delegation, which allows users to manage a client’s website, add or delete clients on the owning advisor’s behalf, and manage advisor assumptions.
To learn more, check out the Sharing Rules user guide.
You can also work with individuals, such as a CPA or estate attorney, who are crucial to a client’s overall financial success but may not have an eMoney license. Alliance Partners will have limited access to a client’s profile that you’ll control and customize.
To learn more, check out the Alliance Partner user guide.
Finally, you can add the role of Investment Specialist to one licensed user in your office. This user will be responsible for creating, managing, and updating office-level investment assumptions so all users can use the same assumptions. To add the Investment Specialist role, email your request to email@example.com.
Next, we’ll look at ways to stay on the same page with your team members as you’re entering client data in Facts.
Since more than one user can enter data for a client, it may be challenging to know what has already been added. To save you from duplicating work, you can utilize the Task Completed feature in Advanced Facts.
After entering data in each sub-section of the Fact Finder, such as Real Estate or Qualified Retirement, you can check the Task Completed box. This action will create a green checkmark next to that section, alerting other users that they don’t need to input any further information.
You can also add notes for your team on a client’s plan. Notes can be added in a couple of ways. You can add a note under the Notes tab within a Fact in Advanced Facts. These notes will be specific to the fact and you’ll have the option to include in the Fact Details report, which is visible to the client.
Or you can add a note by clicking on the person icon of a client’s Overview page. These notes will be more general and not visible to the client.
To learn more, check out the Notes user guide.
Now, we’ll look at tools that can be used to stay on track and provide a complete and cohesive presentation to your client.
In eMoney, you can assign an action item or a task to yourself, your client, or another user in your office. Tasks help to organize your team, ensuring each person knows their next step and when it’s due.
To learn more information, check out Creating Tasks in eMoney.
Alerts help you remember important dates, track client activity, and notify you of opportunities relating to your clients. With alerts, you can customize Delivery Options and sign up to receive email notifications every time an alert is triggered. You can add one or more email addresses, so you and your team can stay on top of any changes made to a client’s plan.
Office Presentation Templates
Finally, you and your team can share presentation templates in eMoney. With office templates, you can create a standard mid-year review or quarterly snapshot presentation that can be used and reused by all users in the office and shared with all clients.
To learn more, check out Creating a Presentation in eMoney.
For more information on the topics above and additional tips, watch the webinar recording of Collaborating with Your Team in eMoney.