Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Tuesday, February 27, 2024
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
Explore the February eMoney updates, including Advyzon integration enhancements, our first fee billing integration with AdvicePay, and enhanced CAGR and AROR data on reports.
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.