Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: January 18, 2024
Audience: All Users | Learn more about audiences
Description/Overview:
As we strive to make our platform more engaging, efficient, and intelligent, we are renewing our focus on the end-client experience. This email introduces design improvements and a new My Advisor page—launching this March. Use this template to ensure your users are prepared for the upcoming enhancements.
*If your firm is on a custom version of eMoney and are choosing to opt-out of the My Advisor page, repurpose this template to solely focus on the design uplift.
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.