The Knowledge Base Has Been Updated

Getting started with eMoney is easier than ever with our new Fundamental courses in The Knowledge Base. These interactive modules guide you through everything from getting started to customizing your planning assumptions.

We revamped and expanded The Knowledge Base with new coursework, including whiteboard videos, interactive training modules, and in-app quizzes to test your eMoney knowledge.

The refreshed Fundamentals courses include:

• Getting Started
• Connections
• Client Site Overview
• Client Site Setup
• Data Entry
• Planning Assumptions

These courses will provide a more streamlined and intuitive learning process for new eMoney users, and for experienced users looking for a refresh, to establish their core competency with eMoney.

Have any questions on the new training courses? Give us a call at 888-362-8482 or send us an email.