Knowledge Base Podcast

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

eMoney Support Roles: Making the Most of Your Business

eMoney Support Roles: Making the Most of Your Business

00:00 / 23:37

Learn how a support role can enhance your practice by helping you manage client data and set up sharing rules. With guest Allison Burnett, Client Success Coaching 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.

2023 eMoney Recap: Revisiting 2023 In-App Feature Releases

Knowledge Base Podcast

2023 eMoney Recap: Revisiting 2023 In-App Feature Releases

00:00 / 33:53

Let’s review the in-app features that eMoney has released to our Advisors throughout the year! Learn more about each feature by searching What’s New in the Application in the Help Menu. With guest 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.

Integrations: Syncing Accounts to Build an Optimal Planning Experience

Knowledge Base Podcast

Integrations: Syncing Accounts to Build an Optimal Planning Experience

00:00 / 21:58

See how eMoney works hand-in-hand with other financial technology platforms to ensure a consistent, systematic planning process. With guest Valerie Rivera, Senior Product Marketing 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.

Reports & Presentations: Creating An Engaging Client Experience

Knowledge Base Podcast

Reports & Presentations: Creating An Engaging Client Experience

00:00 / 22:26

Let’s build interactive presentations for your Clients that give them a front row seat in the financial planning process. Learn how to best utilize the Reports & Presentations feature in eMoney, with Product Owner, Anand K. 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 Help Menu: Efficient In-App Solutions

Knowledge Base Podcast

The Help Menu: Efficient In-App Solutions

00:00 / 24:14

Get to know the Help Menu by learning about Suggested vs. All Help and the variety of learning resources it has to offer. With guest Jake Carwile, eLearning 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.

Bamboo: Generate Leads and Retain Clients

Knowledge Base Podcast

Bamboo: Generate Leads and Retain Clients

00:00 / 13:31

Explore how eMoney’s digital marketing solution can allow you to convert prospects to Clients and create custom content. Learn about establishing workflows and insightful social media strategies. 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: A Real-Time, Responsive, Interactive Financial Planning Tool

Knowledge Base Podcast

Decision Center: A Real-Time, Responsive, Interactive Financial Planning Tool

00:00 / 31:16

Present to and engage Clients with eMoney’s Decision Center! Hear how this tool can provide a dynamic and collaborative planning experience for both Advisors and Clients With guest 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.

Summit: Enhancing Your Value as a Financial Professional

Knowledge Base Podcast

Summit: Enhancing Your Value as a Financial Professional

00:00 / 23:25

Ready to unlock your full potential and create personalized experiences for your Clients? Step outside the planning platform to learn all about our upcoming virtual event — Summit! With guest Julie Salvatore, Supervisor of Retention Marketing 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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