How can advisors generate a conventional deliverable to their client?

How can advisors generate a conventional deliverable to their client?

• A. Export to PDF
• B. Download the presentation to the Vault
• C. Print the report
• D. Email the summary

Answer: (B)

The main idea here is delivering through the client portal. In eMoney, the conventional way for an advisor to hand a client a finished presentation is to download and place it in the Vault, the secure client portal. This makes the deliverable official, accessible to the client anytime, and linked to the advisor’s ongoing work. It also supports updates and version control, so the client always sees the current plan in a single, trusted location.

Exporting to PDF or printing creates static artifacts that aren’t tied to the client’s secure workspace or updated when the plan evolves. Emailing a summary distributes information outside the central, shareable portal and can lead to version issues or lost files. Saving the presentation to the Vault keeps the delivery consistent, secure, and easy for the client to review.