Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: N/A
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
Chris Grant from the eMoney Client Experience Product team presents the new Client Portal enhancements. Use this video to share an exciting look into the new design uplift and My Advisor page with your advisors.
*If your firm is on a custom version of eMoney and are choosing to opt-out of the My Advisor page, use the Client Portal Enhancements: Official Overview Video Featuring Design Uplift instead.
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.