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platform-essentials-icon  Platform Essentials Workshop

Learn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently. 

In this session, we'll uncover:

  • Features of the Client Portal so you can create a customized experience  that best meets the needs of your clients

  • Streamlined practices for onboarding a client

  • Simplified approaches to easily produce financial plans with minimal client info and data entry

  • Fundamentals of Foundational Planning


  • $100 per seat 

  • Breakfast provided 

  • Duration: 1/2 Day, 8:45am - 12:30pm 

View Agenda

Workshops Currently Available:

  October 23 - Lombard, IL (Sold out - Waitlist open)

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  October 29 - San Jose, CA

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  November 6 - Minneapolis, MN

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  November 18 - San Diego, CA

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  November 20 - Cincinnati, OH

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  November 20 - Radnor, PA

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  December 4 - Jersey City, NJ

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  December 5 - Boston, MA

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Webinars & Downloads


Weekly Training Webinars

Product Update Webinars

Recorded Weekly  Training Webinars


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This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed. 

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