| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing This user guide will highlight the key features of the Advisor Branded Marketing subscription. Advisor Branded Marketing enables advisors and firms to generate new business through their digital channels, maintain consistent and personalized engagement—all while running their business with increased efficiency and productivity. Your logo for branding purposes is set in the Settings>Branding section of your eMoney account. To add or edit your disclaimer, enter it in Settings>My Info>Broker Dealer Tab> Footer #1. The character limit is 1500. 1. Navigate to your Advisor Branded Marketing subscription by clicking the More drop-down and

selecting Advisor Branded Marketing.

2. The Content Library allows you to see content by category or you can limit the results shown by using the filter bar options.

Filters include: Media Type, Client Stage, Generation, Investable Assets, and Life Stage 3. Each media piece has the ability to be Shared and Favorited. Clicking the Favorite link will add it to

the Favorites section of the Content Library.

| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 4. The Share link will open a modal with the available sharing methods. You can Share via email and

social media. Use the “Get a link to share” to copy a link to the media and use the “Embed this video in your website” to share with your website developer.

5. The eMoney Materials section has materials directly related to the eMoney application like

checklists, fact finding brochures, presentations and more! Use the Download link to save a copy of the media to your device.

| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 6. The Emails section allows you to send marketing content directly from your eMoney account. Click

Start Email.

| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 7. This is a preview of the email you selected. To edit it, click Edit. You can change the subject,

picture, and body of the email.

| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 8. Use the Select Content to Share to browse the available media to attach to this email.

| Advisor Branded Marketing

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 9. When ready, click Add Contacts. You will be able to select your eMoney Clients, Groups, and

Additional recipients that are not in eMoney.

10. When ready, click Send.

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These training materials are intended solely for subscribers licensed with eMoney Advisor and are not to be used with Clients or other members of the general public.

Advisor Branded Marketing 11. Each section of Advisor Branded Marketing has a keyword search to find specific content.

Note Box: emails sent by Support Users (planner/assistant) are visible to the advisor under their access to Advisor Branded Marketing.