eMoney 360 Pro
Seven easy steps for implementing eMoney

Step 1

Welcome to QuickLaunch Learn about eMoney’s additional Services and Resources
View Welcome to QuickLaunch

Step 2

Welcome to QuickLaunch Brand your eMoney Website
Email us an .ai (adobe illustrator) or .eps (encapsulated post script) version of your logo. A member of our customer service team will upload the logo to your logon page, advisor site and personalized client sites too!

Step 3

Adding Client Data Enter Your First Client and
Get Your Next 2 Clients Entered for FREE!

Contact eMoney’s Data Entry Service at 888-362-8482 to coordinate your free data entry.
View Adding Client Data

Step 4

View Connections and Mobile Access Learn How to Increase Your Visibility
View Connections and Mobile Access

Step 5

Welcome to QuickLaunch Learn How to Organize and Consolidate Client Data
View Client Website, Vault and Alerts

Step 6

Sharing Rules and Alliance Partners Learn How to Increase Collaboration
View Sharing Rules and Alliance Partners

Step 7

Welcome to QuickLaunch Start Making More Money with eMoney!
Make Money with eMoney

STEPS 1-7: Require you to logon to eMoney University.

Quick LaunchGo to: http://www.emoneyuniversity.com
Enter Your eMoney User Name
Enter the Password: emoney

Step 1

Welcome to QuickLaunch Learn about eMoney’s additional Services and Resources
View Welcome to QuickLaunch

Step 2

Welcome to QuickLaunch Brand your eMoney Website
Email us a .ai (adobe illustrator) or .eps (encapsulated post script) version of your logo. A member of our customer service team will upload the logo to your logon page, advisor site and personalized client sites too!

Step 3

Adding Client Data Enter Your First Client and
Get Your Next 2 Clients Entered for FREE!

Contact eMoney’s Professional Services Group at 888-362-8482 or psg@emoneyadvisor.com to coordinate your free data entry. View Adding Client Data

Step 4

View Connections and Mobile Access Learn How to Increase Your Visibility
View Connections and Mobile Access

Step 5

Welcome to QuickLaunch Learn How to Organize and Consolidate Client Data
View Client Website, Vault and Alerts

Step 6

Sharing Rules and Alliance Partners Learn How to Increase Collaboration
View Sharing Rules and Alliance Partners

Step 7

Welcome to QuickLaunch Start Making More Money with eMoney!
See for yourself how much more money you can make with eMoney

STEPS 1-7: Require you to logon to eMoney University.

Quick LaunchGo to: http://www.emoneyuniversity.com
Enter Your eMoney User Name
Enter the Password: eMoney