Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Onboarding - Premium Client Portal
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
Help your financial professionals introduce the new mobile app to their clients. Encourage them to share this video to highlight that clients can now access their client portal faster and use their mobile device to easily interact with their financial plans.
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.