Knowledge Base Podcast

Elevate your business with an inside look at application features and insights with experts from the eMoney community.

Advisor Chat: Planning for Non-Traditional Families

Advisor Chat: Planning for Non-Traditional Families

00:00 / 19:04

Listen to how Michael Telford of Brio Financial Group uses eMoney in his business to financially plan for non-traditional families with a variety of circumstances. Learn more about how you can get creative using the features in eMoney with and for your Clients. With guest, Michael Telford. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Analytics: Diving Into the Data

Knowledge Base Podcast

Analytics: Diving Into the Data

00:00 / 19:58

Get a pictorial representation of data with eMoney Product Owner to understand how to use the Analytics feature in eMoney. We talk about Advisor vs. Office Analytics, charts vs. filters, and what to stay up-to-date on for the most accurate view of your insights. With guest Prabha Y, Product Owner. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Data Migration Services: Systematically Entering Client Data

Knowledge Base Podcast

Data Migration Services: Systematically Entering Client Data

00:00 / 30:10

Take advantage of eMoney’s Data Migration Services to successfully enter and migrate Client data into the application. Learn how these services can give you time to focus on what’s important to your business, while still accomplishing the necessities of financial planning. With guest Steven Sharp, Data Migration Services Manager. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Connections: Importing Accounts Into Your Book of Business in eMoney

Knowledge Base Podcast

Connections: Importing Accounts Into Your Book of Business in eMoney

00:00 / 16:36

Understand the differences between Advisor and Client Connections and how to bring account information into eMoney for your Clients. Tune into this episode for best practices around managing your Connections! With guest Rose Adlam, Technical Support Supervisor. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Advisor Chat: Instilling Confidence in Women Through Financial Planning

Knowledge Base Podcast

Advisor Chat: Instilling Confidence in Women Through Financial Planning

00:00 / 21:05

Learn how Advisor Ann Covington, CFP, CPWA, is giving Clients a bird’s-eye view of their financial picture with eMoney features like the Decision Center, Advanced Planning, and Client Portal. With guest Ann Covington, CFP, CPWA. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Decision Center: Personalizing the Planning Process

Knowledge Base Podcast

Decision Center: Personalizing the Planning Process

00:00 / 31:38

Let’s dive into part two of the Decision Center and hear how to utilize features like Multi-View, Plans, and What-Ifs to tailor the planning experience to your Clients’ individual needs. With Josh Belfiore, Group Product Manager. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

Advisor Chat: Adding Value to Clients’ Lives Through Cash Flow & Tax Planning

Knowledge Base Podcast

Advisor Chat: Adding Value to Clients’ Lives Through Cash Flow & Tax Planning

00:00 / 27:48

Hear directly from Advisor Garrett Hynson, CFA, on how he uses eMoney in cash flow and tax planning for his Clients. Get inspired to use eMoney in new ways to make day-to-day business effective and efficient. With guest Garrett Hynson, CFA. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

The Vault: eMoney’s Digital Document Repository

Knowledge Base Podcast

The Vault: eMoney’s Digital Document Repository

00:00 / 33:41

Unlock more information on the Advisor and Client Vault! Hear how easily accessible the Vault is with a few quick clicks, and how to create an organized, customizable home for important Client documents. With guest Carla Youngs, Senior Training Specialist. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

The Client Portal: Digitally Enhancing the Advisor-Client Relationship

Knowledge Base Podcast

The Client Portal: Digitally Enhancing the Advisor-Client Relationship

00:00 / 36:23

Gain a broader understanding of your Client’s complete financial picture with eMoney’s Client Portal. Learn how this personalized platform can lend to an engaging financial planning experience. Get the inside scoop on the new and modern Client Portal look and feel coming March 2024! With guest Chris Grant, Group Product Manager. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

The Getting Started Program: eMoney’s Interactive Onboarding Experience

Knowledge Base Podcast

The Getting Started Program: eMoney’s Interactive Onboarding Experience

00:00 / 19:18

Learn the most optimal approach to starting your eMoney journey! Understand how this program can help with in-app knowledge and getting the most out of eMoney. With guest, Leah Simoglou, Director of Client Success. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

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