Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Thursday, January 22, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This email template helps advisors deliver more consistent, personalized guidance at scale—one of the top opportunity areas identified in the eMoney Study: Value of Financial Planning (November 2025). It spotlights Presentation View within Decision Center, featuring a new blog post on how advisors can use the feature to deliver a consistent client experience, a short video showcasing the evolution of the feature from manual uploads to reusable templates, and curated Knowledge Base resources designed to help advisors get up to speed in 10 minutes or less.
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.