Money is a planning platform that strives to make your tech stack work more cohesively but it also strives to make collaboration as easy as possible. This session will cover aspects such as sharing rules and alliance partners as well as some efficiency tips throughout the platform.
Looking for specific information on Collaboration Opportunities in eMoney?:
Jump ahead using the chapter timestamps shown below:
- Setting Up Sharing Rules 2:28
- Private Clients 7:18
- Alliance Partners 9:57
- Advanced Fact Checklist 19:24
- Assigning Alert’s and Tasks 20:54
- Reviewing & Creating Notes 27:22
- Reviewing the History of Client’s Profile 31:21
- Help & The Knowledge Base 33:39
Additional Resources:
Looking for more eMoney training opportunities?
Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your November Training Opportunities here.
