Analytics: Diving Into the Data

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.