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Aggregation
Use this email template to showcase how eMoney can support financial professionals across each state of their clients’ financial journey–from starting out, through retirement, to leaving a legacy.
This email template showcases the value of eMoney, focusing on the data aggregation engine that powers eMoney’s Client Portal, and highlights the data security protocols in place to protect that data.
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.
