The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled guidance with introducing their clients to the homepage of their Personal Financial Website, shortly after they activated their accounts. This template highlights an Overview Guide that can be shared with investors.<\/p>\n","protected":false},"excerpt":{"rendered":"
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled guidance with introducing their clients to the homepage of their Personal Financial Website, shortly after they activated their accounts. This template highlights an Overview Guide that can be shared with investors.<\/p>\n","protected":false},"author":1,"featured_media":1122,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[36,35],"tags":[124,84,83,92,120,125,119,121,93,94,126,127,122,91,86,123,128,129],"class_list":["post-1730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investor","category-onboarding","tag-budgeting","tag-client-portal","tag-client-site","tag-client-facing","tag-guide","tag-habits","tag-home-page","tag-homepage","tag-investor-facing","tag-knowledge-base","tag-nagivation","tag-navigate","tag-net-worth","tag-overview","tag-personal-financial-website","tag-spending","tag-video","tag-workshop"],"acf":[],"yoast_head":"\n