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Learn MoreNow that you’ve completed our onboarding email campaign, let’s take a minute to review the full series of essential tips for getting started with eMoney Pro.
We know that our success is dependent upon yours. That’s why we offer a wide variety of support resources to help you get familiar with the application and take your proficiency to the next level.
Discover best practices for adding advisor and client connections, how to keep them up-to-date, and what to do when a connection breaks.
Discover steps you can take before introducing the Client Site that will help create the best experience for your clients.
You’ve connected the accounts under your management and gained visibility into your client’s holistic financial picture by rolling out the client site. You’re ready to begin planning, but where to start?
Capital market assumptions power the cash flow simulation at the core of all of your client’s financial plans. So it’s important to understand each of the building blocks that go into constructing eMoney’s Investment Assumptions.
With Advanced Planning, you can simulate any real-world financial scenario and model the implications of that simulation over the course of a client’s entire lifetime.
So when you have a tool with this level of versatility, where do you start?
In this tip, we discuss five common questions your clients want answers to, and how to tackle them, once you’ve created the base case for your clients in eMoney.
In this tip, we walk through the essential information you’ll need to know when presenting to prospects in Decision Center.
This tip discusses how Monte Carlo works in eMoney, the inputs you need to be aware of when using it, and some of the most impactful reports you can use to demonstrate Monte Carlo analysis to your clients in each planning tool.
Let’s look at the essentials of creating a presentation, applying advanced planning scenarios, and sharing it with clients.
In this tip, we look at how to model a reinvestment technique in Advanced Planning and present the results to clients.
If your tax projections don’t seem right, we’re here to help you track down what’s throwing them off.
Check out our Intermediate, Advanced, and Impactful Extras webinars and take your skills to the next level.
