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Communications Resource Center

Communication support for your advisor base. Learn more

Value-Add - Advanced Planning

Value of Pro

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

Use this email template to showcase the value of Advanced Planning capabilities to eMoney users in your field who may be ready to upgrade. Capabilities mentioned include: the platform, advanced planning, and advanced analytics. For those interested, direct them to sign up for a demo.

What's included:

  • COPY
  • IMAGE – The Core Platform
  • IMAGE – Advanced Planning
  • IMAGE – Advanced Analytics
  • SITE – Request a Demo
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Communications Resource Center

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.

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.