Thursday, January 23 | 2:00 p.m. ET Get an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

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Service and Support to Help You Succeed

For everything from comprehensive onboarding to success coaching to expert-level assistance, we’re here to help.

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Financial Planning Group (FPG)

Financial Planning Group (FPG)

The FPG team is comprised of 20 members who are certified or working towards CFP® certification. In addition to helping guide the development of our tools, they are available to provide advisors with insights and coaching on the most advanced planning techniques.

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THE FPG TEAM

Training and Coaching

Our training team is available for in-person and virtual training sessions and success coaching to help users master the eMoney platform.

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OUR TRAINING
Training and Coaching
Client Support

Client Support

Our highly trained client support specialists are available to answer any questions you have about working within our application Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.

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SUPPORT

Data Entry

Enlist our data entry team to manage the input of your clients’ data so you can focus on what you do best: building relationships that grow your business.

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DATA ENTRY SERVICE
Data Entry