TouchPoint
Stay in-touch with your clients with TouchPoint,
now available in both eMoney 360 and 360 Pro.
Touchpoint is included in your eMoney license. A full relationship tool included with No Extra Cost!
Step 1

1. Choose

  • Select from over 100 touches, each designed with a high-quality graphical banner and your logo and contact information.
Step 2

2. Personalize

  • Add your own content and attach supporting documents and marketing materials.
Step 3

3. Send

  • Send to one client or to an entire group of clients or prospects. Select from your eMoney client list or add email addresses.
Business Touches Business Touches
designed to support advisory firm best
practices
Video Touches Video Touches
to help better communicate key financial
concepts
Holiday and Inspirational Touches Holiday and Inspirational Touches
to stay connected to your clients
Touch Tracking Touch Tracking
for determining the success of each
touch
TouchPoint Touch Library
for easy access to a variety of
marketing materials to support your
message