Seven easy steps for implementing eMoney
Step 1
Learn about eMoney’s additional Services and ResourcesView Welcome to QuickLaunch
Step 2
Brand your eMoney WebsiteEmail 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
Enter Your First Client andGet 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
Learn How to Increase Your VisibilityView Connections and Mobile Access
Step 5
Learn How to Organize and Consolidate Client DataView Client Website, Vault and Alerts
Step 6
Learn How to Increase CollaborationView Sharing Rules and Alliance Partners
Step 7
Start Making More Money with eMoney!Make Money with eMoney
STEPS 1-7: Require you to logon to eMoney University.
Go to: http://www.emoneyuniversity.comEnter Your eMoney User Name
Enter the Password: emoney
Step 1
Learn about eMoney’s additional Services and ResourcesView Welcome to QuickLaunch
Step 2
Brand your eMoney WebsiteEmail 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
Enter Your First Client andGet 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
Learn How to Increase Your VisibilityView Connections and Mobile Access
Step 5
Learn How to Organize and Consolidate Client DataView Client Website, Vault and Alerts
Step 6
Learn How to Increase CollaborationView Sharing Rules and Alliance Partners
Step 7
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.
Go to: http://www.emoneyuniversity.comEnter Your eMoney User Name
Enter the Password: eMoney
