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All About Connections (Training Webinar)

Visit Heart of Advice

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Webinar Recording: The Gift of Advice: A Panel Discussion

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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.

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