In this webinar, we guide you through the client website and take a look at our new interactive onboarding. Listen Here Topics Covered Self-Registration Enable features in the Management area Preview the client site Interactive onboarding If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.
The post Client Site Setup and Onboarding (Training Webinar) appeared first on eMoney Advisor Blog.
