Introducing the Premium Client Portal Mobile App to Clients

An Email Template to Send to Your Clients

Research tells us that encouraging adoption of the Client Portal and new mobile app is a worthwhile investment. In addition to providing clients with the steps to download the new Premium Client Portal mobile app, this email template promotes the app’s value.

Consistent use of the Client Portal¹

• Fosters trust
• Strengthens advisor relationships
• Motivates clients toward their financial goals

Email resources:

• Word document with copy
• PDF of email
• HTML file with sample email

Additional resources:

• A short video about the mobile app
• In-app guidance

1. eMoney, Planning Better Together: The Value of Collaborative Planning, October 2024, n=654 financial professionals; n=1,204 end clients

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