eMoney reports enable you to present retirement, insurance, or estate planning solutions to your clients. But before jumping into these conversations, it’s essential to ensure you’ve entered the clients’ data accurately in Facts and that the outputs are as you anticipated. Today, we’ll look at how you can use reports, precisely Cash Flow, Income Tax, and Ledger, to fact check,...
The post How to Check Facts and Troubleshoot with Reports appeared first on eMoney Advisor Blog.
