Navigate with eMoney Voice Assistant – Coming Soon

As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application.

With eMoney Voice Assistant, you’ll be able to quickly navigate to client pages, like the Overview, Facts, and Plans, or client reports like Cash Flow, Detailed Balance Sheet, and Education Planning — adding time back into your busy schedule.

How will it work?

Simply activate the voice commands with the new Microphone Button.

After activating the feature, accept the Voice Assistant terms of service.

Then, you can navigate eMoney with simple commands like “Go to Charles Burke’s Plans” or “Show me the Balance Sheet for Frank Miller“.


Stay tuned for more on eMoney Voice Assistant coming soon to eMoney!

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.