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Communications Resource Center

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Growth - Value of eMoney

Client Portal

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Date Sent: N/A

Audience: Non-Users | Learn more about audiences

Description/Overview:

This email template showcases the value of eMoney, focusing on the client experience – including features like Self-Registration, Onboarding, and the Client Portal.

What's included:

  • COPY
  • IMAGE – Organize Financial Lives
  • IMAGE – Collaborate on Goals
  • IMAGE – Store Important Information
  • SITE – Free Trial Link
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Communications Resource Center

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.

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.