Ghosts, Goblins and Goals (Training Webinar)

With the new and interactive Goals tab of eMoney’s award winning Client Portal, clients can easily add goals, track their progress toward funding those goals, and visualize how their goals impact their long-term financial outlook.

In this webinar, we walk you through how to provide Goals access to your clients.

Listen Here

Topics Covered

• How to Provide Goals Access to Clients
• Reviewing Total Portfolio Assets
• Adding Assumptions

Resources

• Manage the Client Website

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