emX Proactive Features (Training Webinar)

eMoney was designed to help you streamline your processes so you can accomplish more with your time. This webinar reviews the most proactive features in the platform and walks you through the time-saving tools that create a more efficient day-to-day overall.

Listen Here

Topics Covered

• Ogranize your Client List
• Set Standards for Client Sites and Plans
• Learn about time-saving alerts and tasks
• Know the power of Notes & Tasks
• Advisor Analytics

Resources

• Client List Overview
• Alerts/Tasks Video

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