Communications Resource Center

Slick: eMoney Premier Package Overview

This slick provides a clear, high level view of the eMoney Premier experience and how it supports advisors across the full planning lifecycle. It shows how advisors can bring Needs Analysis, Foundational and Advanced Planning, and a Premium Client Portal together in one connected experience to deliver more personalized advice…

Slick: eMoney Pro Package Overview

This slick provides a clear, high level view of the eMoney Pro experience and how it supports advisors delivering comprehensive, collaborative financial planning. It shows how advisors can model complex scenarios, explore real time what ifs, and compare strategies within a single interactive planning experience to help clients understand tradeoffs…

Slick: eMoney Plus Package Overview

This slick provides a clear, high level view of the eMoney Plus experience and how it helps advisors deliver foundational, goals based financial plans efficiently at scale. It shows how advisors can move quickly from targeted needs based conversations into holistic planning using streamlined workflows that support consistent plan delivery,…

Slick: eMoney Core Package Overview

This slick provides a clear, high level view of the eMoney Core experience and how it helps advisors start meaningful, goal focused conversations quickly. It shows how advisors can use simple, topical planning experiences to engage clients around essential financial needs, demonstrate value in minutes, and create a natural path…

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…

eMoney Value Prop

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.

Support

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.

Integrated Solution

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.

Client Portal

This email template showcases the value of eMoney, focusing on the client experience – including features like Self-Registration, Onboarding, and the Client Portal.