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Webinar Recap: Rolling Out the Client Portal

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In this week’s session, Rolling Out the Client Portal we covered best practices on how to introduce the Client Portal to your clients.

Topics Covered

  • Develop your Client Portal pitch
  • Invite and Onboard Clients
  • Customize the Client Portal
  • An overview of the Vault, Security Features and Alliance Partners

For a quick recap, take a look at the Rolling Out the Client Portal slide deck.

More Resources

  • Client Portal Onboarding (User guide)
  • Client Portal Settings Best Practices (User guide)
  • Increase Engagement with Client Alerts (Blog)
  • Client Portal Support (Blog)
  • Introducing Client to the Mobile Site (Blog)

Additional eMoney Training

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here. 

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