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The Professional Services Group (PSG) assists eMoney Advisor clients by ensuring a smooth and easy set up of clients on the system. This specialized, highly skilled team of professionals provides the highest level of assistance, training and communication available in the industry.
 PSG is here to help you with:
- Case entry
- Assistance setting up aggregation
- Scanning services for the Vault
- Assistance setting up client's Personal Financial Home Pages
- Training and service
With PSG’s assistance, you can:
- Optimize the client entry process
- Cost effectively scale your practice
- Increase client retention with a state-of-the art system
- Speed adoption of clients on the system
Advisors can use PSG’s services as much or as little as they wish. Some advisors use the system to get their first client set up, others use it to input 50 clients at a time. The Professional Services Group gives time back to advisors by handling the administration part of client maintenance allowing advisors to do what they do best.
To find out more click here or email us.
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