Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Tuesday, May 12, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
May’s Best Practices email walks advisors through a three-step onboarding workflow that helps them gather client information, review it, and move into planning more efficiently. It shows how to start with data gathering only by selecting Onboarding Only from the client invitation flow, review what the client submitted before building the plan, and share results through Presentation View before enabling full Client Portal access, helping advisors move from onboarding into planning without rework.
The email also highlights an upcoming webinar on standardizing and personalizing the client experience using the Premium Client Portal, an on-demand session on combining innovation with empathy in planning conversations, and Data Migration Services to support advisors onboarding a large number of new clients.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.