One of the greatest capabilities that eMoney offers is the ability to connect assets. In this session, you will learn generally about connections, tips, tricks, and other best practices in problem solving connections issues, and how to best position to clients.
Jump ahead by referring to the chapter timestamps below:
- Connections Dashboard Overview 3:26
- Client Connections Overview 6:35
- Adding Advisor Connections 9:59
- Adding Accounts to Advisor Connections 12:22
- Establishing Connections and Naming Criteria 19:33
- Institution Notices and Error Messages 22:06
- Client Connections and Ownership 28:17
- Adding Client Connections 30:25
- Requesting New Connections 34:06
- Managing Connections and Deletion 40:00
- Issues with Connectivity 42:45
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