Impactful Extras Webinar Recap: Efficient Client Aggregation

In this session, we reviewed how to create a process to help your clients successfully establish their connections could be the missing key to their successful client portal adoption.

Additional Resources

• How to Add and Troubleshoot Client Connections
• eMoney Data Aggregation Resources

Looking for more 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 July Training Opportunities here.