for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreSupport should be immediately accessible to provide the answers you need quickly, but it’s about more than getting answers when you need them. Whether you’re just getting started or an experienced user, there are always new techniques to learn and different ways to incorporate eMoney into your business.
The offerings available are designed for users of every experience level. Keep reading for more details on all the resources available to you as an eMoney subscriber:
The Knowledge Base, located under Help on your navigation bar, is your primary support resource and includes a library of interactive how-tos, user guides, and videos. Search or browse the Knowledge Base for help with all eMoney tools.
Our Help menu has two tabs. Suggested Help showcases the resources specific to the page you’re on, while All Help allows you to take a deeper dive into all available help resources.
How-tos provide immediate assistance with on-screen guidance designed to quickly show you how to navigate and complete tasks within eMoney.
Right next to Help, you will find Training. The Training tab will pull up My Course List.
The courses available are designed to provide a streamlined and enhanced experience for all users. This comprehensive learning experience covers all aspects of the platform and empowers you to better serve your clients.
The eMoney training team hosts weekly and daily webinars for intermediate and advanced users that are designed to deepen your knowledge of the platform.
Our Core Concepts Series are a part of our Getting Started program which covers the basics of the platform for users who are new or looking for a refresh. The Core Concept Series is provided in a micro-learning format, taking all the content from our 60-minute live webinar and breaking it up into shorter, topic-focused pre-recorded videos. With all the fundamental videos you need housed in one place, you can quickly access the topics you need anytime.
The Intermediate Series Webinars are hosted daily at 11:00 a.m. ET and are designed for mid-level users to expand their knowledge of the eMoney platform. Session topics range from a deep dive into investment assumptions to best practices for inputting personal property and much more.
The Impactful Extras Series Webinars are hosted on the last Wednesday of the month at 2:00 p.m. ET for users of any level. In Impactful Extras, we discuss a broad range of features included in eMoney and their far-reaching impact.
The Advanced Series Webinars are hosted bi-weekly on Thursdays at 2:00 p.m. ET for more advanced users. These one-hour sessions provide a deeper view into the eMoney platform and cover topics such as charitable giving, stock options, and more.
Click here to visit the full eMoney Training page.
Those who participate in eMoney’s training opportunities are 70% more likely to continue using eMoney with confidence in the future.
Strengthen your eMoney expertise and foundation of knowledge through a comprehensive array of self-guided courses. Training courses are broken up into bite-sized chunks of content providing a flexible way to expand your knowledge on your terms.
Are you ready to elevate your eMoney skills while sipping your morning coffee or multitasking throughout the day? We’re thrilled to present the Knowledge Base Podcast, your ultimate resource for delving deep into essential eMoney functions and features. The goal of this podcast is to empower you with expert insights, helping you maximize your productivity within and beyond the software.
Just like your favorite coffee, the Knowledge Base Podcast is designed to kick-start your day and supplement your eMoney knowledge one episode at a time. Whether you’re a financial professional seeking to enhance your eMoney proficiency or an enthusiast looking to explore the world of finance, our podcast is the perfect addition to your daily routine.
What You Can Expect:
Don’t miss out on the opportunity to supercharge your eMoney proficiency and financial expertise. Click here to check out the Knowledge Base Podcast and embark on a journey of continuous learning that fits seamlessly into your life.
The podcast can also be found under the Help tab, by searching for the term ‘podcast’.
Join our Continuing Education Program to receive invitations to free monthly webinars for CFP® and other industry-credentialed professionals. Our CE sessions are developed by our Financial Planning Group’s Education Pod members. Their academic and industry credentials ensure that webinar topics are relevant and that advanced planning questions are answered.
The eMoney Advisor blog is designed for users looking to do more within the eMoney platform with resource categories such as Best Practices, Product Updates, eMoney Training, Practice Management, and more.
When you’re unable to find the answer via in-app support resources, our award-winning Customer Service team is always happy to help through our live chat, by email, and by phone at 888-362-8482.
Our highly trained client support specialists are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET to answer any eMoney questions you have.
Learn more about our support services.
Enlist expert setup and maintenance of your clients in eMoney so you can focus on what you do best: building relationships that grow your business. An economical option whether you need ongoing data entry support or one-time help updating client information.
To learn more about our Data Migration options click here.
