Onboarding and Training
Empower your success with training from eMoney experts designed to get you up and running with confidence.
Get Started with Confidence
Our personalized Getting Started Program enables you to confidently navigate the eMoney platform from day one.
- Enjoy up to 5 hours* of one-on-one coaching to help you fully leverage the power of eMoney.
- 83% of eMoney clients saw a return on investment in less than 12 months.
Many successful firms have leveraged our training services to maximize the value of their financial planning technology and drive better outcomes. They have significantly enhanced their operations and elevated client service with increases in team efficiency, greater advisor confidence, and more consistent, impactful client interactions.
Learn how Abacus Wealth Partners empowers their teams with eMoney training.
* Coaching hours vary based on your eMoney package.
Expand Your Expertise
Our training solutions are tailored to grow with you, offering support for every stage of your journey with eMoney.
- Daily Virtual Training Sessions: Whether you’re a beginner, intermediate, or advanced user, our instructor-led sessions are designed to meet your needs.
- Context-based Help: Get relevant user guides and tutorials exactly when you need them.
- 24/7 Access to Online Courses: Learn at your own pace—anytime, anywhere.
- Annual eMoney Summit: Gain access to comprehensive training on all eMoney features, plus one-on-one sessions with eMoney experts. Most sessions are eligible for CFP® CE credits.
Commitment to Continuous Learning
At eMoney, we believe in the value of continuous learning. From one-on-one training, live webinars, and custom training options to our comprehensive planning workshop where you can earn CFP® CE credits, we offer a variety of ways to build your expertise. These resources are designed to help users get the most out of our platform, ensuring your team has everything they need to become experts and drive success for your business.
See How eMoney Can Work for You
Contact us at training@emoneyadvisor.com to learn about custom training opportunities, or call 1-888-362-4612 to learn more about how our training can benefit your firm.
Current eMoney users can find more information about training in the eMoney application located under Training in the navigation.
Additional Services and Support
Learn More
Education and practice management
The Financial Planning Group is made up of planning experts, many of whom are CFP® professionals, who combine hands-on experience and advanced education to support our users. From building complex scenarios to informing solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients.
Client support
To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you prefer, to answer any questions you have about working within the platform.
Data Migration Services
The highly-skilled specialists on our Data Migration Services Team provide valuable time-saving data input and migration services so you can focus on what you do best: building relationships that grow your business.
*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.
