Within the next couple of weeks, eMoney Advisor will launch an exciting new version of their web-based training platform, eMoney University.  eMoney University has undergone significant design and content revisions making it the most advanced training system to be offered by a wealth management system provider.

The primary goal of eMoney University is to help Advisors, Planners and Assistants learn the system, regardless of their preferred learning style.  eMoney University offers self-directed instructional videos each accompanied by a printable user guide on over 100 different topics that range from entering client data to utilizing planning techniques to overcoming technology barriers with clients.  Advisors can also access pre-recorded webcasts and podcasts featuring valuable tips from eMoney’s
executive management team and top advisors.

“The new eMoney University serves as a centralized location where Advisors can access all the training information they need in regards to eMoney 360 and eMoney 360Pro.  Now Advisors can more easily access the information they need without sifting through additional content,” says Vince Kailis, Director of Training and Development for eMoney Advisor. “This new training platform demonstrates eMoney’s commitment to providing our Advisors with the most comprehensive, easily accessible, up-to-date training in our market.  We developed eMoney University based on feedback from our users and because we want to ensure they get the most out of their subscription to eMoney 360 or eMoney 360Pro.”