User Roles - eMoney Advisor Blog

User Roles
A Us er Role for Each M e m be r o f Yo u r Te a m
S pecific Sy stem Access to A ccompl i s h Speci f i c J ob Func t i o n s
Advisor
Own Clients
Set Up Advisor Connections
Opportunity Reports
Sharing Rules
Alliance Partner Set Up
Automated Marketing Subscription
Customized Model Portfolios
Analyze Tab
Set Up Client Websites
Manage Connections
Set Up and Manage Alerts/Tasks
eMoney for Outlook
TouchPoint
Create Presentations
Add/Edit Client Data
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Planner
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Assistant
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Li c ensin g
The eMoney software and AdvisorMarketing subscription are licensed separately to individual advisors. The
licensed advisor’s name will appear on the client website, presentations, and all marketing materials. It is a
requirement that any individual currently registered either with the State Securities Exchange Commission or
Federal Securities Exchange Commission as an “investment advisor” or with FINRA as a “registered rep” be
licensed as an Advisor.