Videos
eMoney Tip of the Week #90 Lead Capture Tool
In our eMoney Tip of the week, Our CEO Greg Furer reviews the lead capture tool in eMoney Advisor, how we use and why we think all planning firms that use eMoney and are looking to bring on more clients should use it.
eMoney Tip of the Week #89 Using Alerts
Our CEO, Greg Furer, explains how to customize alerts in eMoney to maximize productivity and reduce unwanted noise.
eMoney Tip of the Week #88 Using Bamboo
Our CEO, Greg Furer, talks about a program called Bamboo, and how it can help you maintain a clean, user-friendly client portal that your clients can conveniently access.
eMoney Tip of the Week #87 Summary Plan and Decision Center Multi View Updates
Our CEO, Greg Furer, talks with Connor Sung at eMoney about new software updates in the Summary Plan and Decision Center that can help you organize your workflow.
eMoney Tip of the Week #86 Decision Center and Base Plan
Our CEO, Greg Furer, walks you through our base plan we create for all clients and how to present it to a client using decision center Monte Carlo summary.
eMoney Tip of the Week #85 2023 Updates Part 2
Our CEO, Greg Furer, walks you through some of the 2023 updates to eMoney Advisor including the ROTH conversion tool and solvers using probability of success under the Insights tool.
