Who can be shared a client profile in eMoney?

Who can be shared a client profile in eMoney?

• A. eMoney user, any alliance partner
• B. eMoney user only
• C. Alliance partner only
• D. External Vendors

Answer: (A)

Sharing client profiles in eMoney is designed for collaboration between eMoney users and alliance partners. This setup lets a licensed advisor or planner (an eMoney user) grant access to colleagues or affiliated professionals who are part of the alliance partner network, enabling coordinated planning and secure information sharing. External vendors aren’t included by default, since access is meant for internal team members and alliance partners rather than third-party vendors. Limiting sharing to just eMoney users or just alliance partners would exclude one of the groups that the platform supports for collaborative workflows.

Sharing client profiles in eMoney is designed for collaboration between eMoney users and alliance partners. This setup lets a licensed advisor or planner (an eMoney user) grant access to colleagues or affiliated professionals who are part of the alliance partner network, enabling coordinated planning and secure information sharing. External vendors aren’t included by default, since access is meant for internal team members and alliance partners rather than third-party vendors. Limiting sharing to just eMoney users or just alliance partners would exclude one of the groups that the platform supports for collaborative workflows.