All About Connections (Training Webinar)

In this overview of the eMoney’s aggregation features, we walk through the entire process of managing you and your client’s connections. Our aggregation service allows you to create a full financial picture and a living breathing model of your client’s financial life.

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Topics Covered

• Adding Connections
• Connection Management
• Troubleshooting
• Client Best Practices

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.