Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
Discover the power of seamless data integration to enhance your client relationships. The Onboarding tool, partnered with account aggregation, is designed to facilitate seamless client interactions. Share this short video with your financial professional to show how this feature works in practice.
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.