Getting Started with eMoney (Training Webinar)

In this webinar, we reviewed best practices for setting up the foundation of your eMoney platform. The key elements we discussed will help streamline your day to day processes, specifically for new users.

Topics Covered

• Advisor Settings
• Connections and Aggregation
• Troubleshooting
• Best Practices
• Resources

Resources

• Tip of the Week: Connections
• Data Aggregation

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