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Communications Resource Center

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Engagement - Product Updates

Client Portal Enhancements: Email Templates – End-Client

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Date Sent: N/A

Audience: Advisor-to-Investor | Learn more about audiences

Description/Overview:

Encourage client readiness for the Client Portal enhancements coming this March. Share these suggested ‘Coming Soon’ and ‘Launched’ email templates with your advisors so they can prepare their clients and get ahead of any questions.

What's included:

  • COPY (Coming Soon / Live Now)
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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.