Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Value-Add - Growth - Value of eMoney - Advanced Planning
Date Sent: N/A
Audience: Non-users | Learn more about audiences
Description/Overview:
Today’s clients expect a highly personalized experience. They want to be heard, and they want to contribute to the process. That’s why you need a planning solution that’s highly interactive, engaging, and comprehensive.
Use this video to showcase Decision Center, a tool the enables users to visualize planning situations from simple to complex on any topic over any time period and show their clients you truly understand their needs. Decision Center is a flexible, dynamic workspace powered by the most comprehensive cash flow planning capabilities available today. It has everything they need to create, edit, and present plans all in one place.
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.