Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help clients understand the improvements, why they matter, and how they support a more engaging and modern financial planning experience.
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.