The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a template to share with their investors introducing Investments, so they know how to check up on their investments’ progress in real time. The template highlights the Investment Classification PDF user 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, a template to share with their investors introducing Investments, so they know how to check up on their investments’ progress in real time. The template highlights the Investment Classification PDF user guide that can be shared with […]<\/p>\n","protected":false},"author":1,"featured_media":1125,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[36,35],"tags":[136,133,84,83,92,135,134,132,130,93,94,86,131],"class_list":["post-1745","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investor","category-onboarding","tag-accounts","tag-classification","tag-client-portal","tag-client-site","tag-client-facing","tag-diversification","tag-diversify","tag-investment","tag-investments","tag-investor-facing","tag-knowledge-base","tag-personal-financial-website","tag-portfolio"],"acf":[],"yoast_head":"\n