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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
Creating the perfect presentation for your client in eMoney is going to require knowledge of our Report suite and plenty of time to build. Use our Templates when preparing deliverables and you will have more time to focus on client meetings. We have a few different types of Templates available to improve your efficiency with eMoney.
Consider using our pre-built Standard Templates if you are a new eMoney user or not familiar with our Reports. We have created several presentation templates of popular topics including Retirement, Education, and Life Insurance. These templates are already created for your use and convenience so we suggest taking advantage of them!
Another option you have is to create your own templates. Once you are finished organizing a presentation you can save it as a Template or save as an Office Template. Templates are for your use only and you can use them for any of your own clients. If you want all users in your office to have access to the template, then save as an Office Template.