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Communications Resource Center

Communication support for your advisor base. Learn more

Value-Add - Compliance & Oversight

Advisor Assurance: Overview Pt. 1

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which outlines the value proposition for Advisor Assurance and a few key aspects of the tool. Direct interested recipients to the Advisor Assurance sales page shared in the footer.

What's included:

  • COPY
  • IMAGE – Header
  • IMAGE – Control & Approve Client Deliverables
  • IMAGE – Access Data When You Need It
  • IMAGE – Monitor Changes Made to Accounts
  • SITE – Request a demo
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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.