You have just spent the time selecting a collection of reports to create and complete a presentation for your client, but what’s next? It’s time to save, share and present your client’s financial plan! eMoney’s Vault is a great tool that allows you to store documents, exchange information with your clients and share reports and presentations.
The post eMoney Tip of the Week: Sharing a Presentation to the Client Vault appeared first on eMoney Advisor Blog.
