Communication support for your advisor base. Learn more
Elevate system usage.
Encourage advisors to take advantage of additional offerings to elevate their marketing, compliance, and planning efforts.
Promote Advanced Planning by launching an email campaign that showcases the value of our most comprehensive cash-flow based product—with content featuring eMoney's Pro subscription.
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…
Use this email template to share key information about the eMoney Premier package, which includes a short video overview, and directs recipients to sign up for a demo if interested.
Use this email template to showcase the value of Advanced Planning capabilities to eMoney users in your field who may be ready to upgrade. Capabilities mentioned include: the platform, advanced planning, and advanced analytics. For those interested, direct them to sign up for a demo.
The Future of Advanced Planning
This email template includes an introduction and short video about the future of eMoney advanced planning capabilities and can serve as an advanced planning promotion to existing eMoney users in your field.
Use this email template to showcase the value of cash flow planning to eMoney users in your field who may be ready to upgrade. Cash flow planning helps investors better determine where their money went and where it will go to help fund their life goals. An eBook is included…
Use this email template to showcase how eMoney can support financial professionals across each state of their clients’ financial journey–from starting out, through retirement, to leaving a legacy.
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