Communication support for your advisor base. Learn more
Generate eMoney interest.
Help your advisors see the value in adopting eMoney into their practices.
Align your communications with eMoney product positioning and evolving industry trends with relevant and timely value statements.
Video: eMoney Data Aggregation
This video highlights how eMoney’s data aggregation service delivers real-time insights, secure connectivity, and machine-learning-powered accuracy to personalize planning and unlock data as a strategic asset for your business.
Slick: eMoney Leads in Data Aggregation
This resource highlights how eMoney’s market-leading data aggregation delivers a comprehensive financial picture through secure, reliable connections and best-in-class service, empowering advisors to provide holistic planning and enhance client experiences.
Video: One Platform for Every Possibility
Are you looking for a planning solution that helps you stay ahead of evolving client needs and maximizes efficiency? Use this video to showcase the eMoney platform and how it’s designed for every planning possibility, so financial professionals can engage with all prospects and clients regardless of their financial complexity.
Video: Client Portal Feature Highlights
Are you looking to deliver a client experience that helps you reach more people and lead to better outcomes, all while saving you time? Use this video to showcase, the eMoney Client Portal, a powerful tool that can help financial professionals retain and grow their client base while providing a…
Video: Collaborative Planning in Decision Center
Today’s clients expect a highly personalized experience. They want to be heard, and they want to contribute to the process. That’s why you need a planning solution that’s highly interactive, engaging, and comprehensive. Use this video to showcase Decision Center, a tool the enables users to visualize planning situations from…
This email template showcases the value of eMoney, focusing on using collaborative financial planning to build stronger client relationships, streamline business operations, and drive revenue and growth.
This email template showcases the value of eMoney, focusing on the top-notch support eMoney provides – including our in-app resource center called the Knowledge Base, in-person and virtual trainings, and on-demand webinar sessions.
This email template showcases the value of eMoney, highlighting the client experience, core integrations, and top-notch client support. The email encourages recipients to sign up for a free trial for more information.
This email template showcases the value of eMoney, focusing on the client experience – including features like Self-Registration, Onboarding, and the Client Portal.
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.
