Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Day of Migration
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types can occur for users moving from one version to another: “forced” or as an option to “opt-in”. This is a template that should be used on the day the migration occurs, to reach out to existing eMoney users in your field who were on the standard version of eMoney, but have just been migrated to your firms’ custom version. Use this communication template to share updated usernames, passwords, new URLs, and/or any other need-to-know information with recently migrated users.
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.