Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: N/A
Audience: Custom Version of eMoney | Learn more about audiences
Description/Overview:
The Client Portal you know and trust is getting even better. Soon, the eMoney portal will have a new look, one that’s modern, simple, and delivers a more intuitive experience. Use this video to share an exciting sneak peek into the new design uplift with your advisors.
*If your firm is on a custom version of eMoney and are choosing to opt-out of the My Advisor page, use this video version.
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.