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Technology
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    • eMoney
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      1. Client Help Center
      2. Technology
      • Technology
        • eMoney

      Technology

      What technology platforms are used for what and why!
      • NextInvestor
      • PreciseFP

      eMoney

      • Can I set up budget and spending Tools?
      • How do I upload a document to my vault?
      • How do I link my manually entered accounts?
      • How do I set up my goals in eMoney?
      • How to fix Duplicate Transactions within my personal accounts?
      • What should be in my "Vault" on eMoney?
      • How to keep your eMoney organized.
      • How to set Alerts on your accounts in eMoney.
      • Troubleshooting Accounts.
      • Data Aggregation 101
      • Is eMoney Safe and Secure?
      • How to view eMoney's website overview?
      • How to reset your Password on Emoney?
      • How do I add the eMoney website as an App on my iPhone?
      • eMoney
      • How to add personal accounts to eMoney.
      See more
      company logo
      Heritage Financial Strategies Help Center
      • Go to Heritage Financial Strategies
      • Submit a Support Ticket
      • Go to Customer Portal