Communication support for your advisor base. Learn more
Vault
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a concise way to introduce the Vault and site security to their clients. Additionally, the template highlights a Vault Checklist and Security resource to share with investors.
This email template showcases the value of eMoney, focusing on the client experience – including features like Self-Registration, Onboarding, and the Client Portal.
Value-Add - Compliance & Oversight
Advisor Assurance: Overview Pt. 2
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which outlines the value proposition for Advisor Assurance and a few key aspects of the tool. Direct interested recipients to the Advisor Assurance sales page shared in the footer.
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.
