for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreInfluenced by the research and findings of leading behavioral finance experts, eMoney’s freshly redesigned client portal and more engaging Organizer help you meet your clients’ needs for a planning-focused digital wealth-management experience, combined with the collaboration, guidance and personal relationship that only a trusted advisor can provide.
Show your clients and prospects how eMoney’s new client experience can help them see in real time how the financial decisions they make today impact their financial plan tomorrow.
With the release of the New Client Organizer, our Celebrity Narrated videos were updated to help you present the newest enhancements.
If you’re currently using downloaded versions of the Celebrity Narrated videos, don’t forget to download the latest videos available in your Media Hub.
Here are some sample client-facing email templates you can use or customize to your practice.
Life in a Box
Who We Are
What’s in a Number
With a library of compliance-approved videos available right from your Advisor Homepage, our celebrity narrated videos make it easy to talk with your clients and prospects about how you can help them make sound financial decisions.
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