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eMoney Tip of the Week: Sample Clients

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When presenting eMoney to prospects it helps to have examples to point to, which is why we created five, ready-made Sample Clients in emX. These clients come prebuilt with facts and plans that you can use during a presentation, helping you easily demonstrate several different client scenarios.

To add a Sample Client, choose the Add Client option from Home Screen and select Sample Client.

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There are five types of Sample Clients listed, along with a brief description of each one’s current financial situation. To create a new Sample Client, select one from the list, customize their Name, and click Add Sample Client.

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Each Sample Client has a unique financial situation set to model the most common clients advisors see and each can be edited to better reflect a particular prospect or existing client in the onboarding process.


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