Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: 2 Weeks After Client Registers
Audience: Investor | Learn more about audiences
Description/Overview:
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, guidance with introducing their clients to their Organizer for keeping their financial information neatly in one place. This template highlights the Organizer Overview user guide that can be shared with investors.
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.