Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Onboarding - Premium Client Portal
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This 3rd email of the series focuses on tips and best practices for increasing Client Portal use through client engagement, including an on-demand webinar recording of the live session held following the release of the Premium Client Portal.
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.