Below you will find a list of helpful resources to make on-boarding your clients easier, so that you can personalise your communications and collaborate with your clients much sooner on Monefly.
Please understand that these documents have been created specifically for Monefly advisor’s only and are not to be shared outside of being used for communicating with your clients.
Email invites to your clients:
These emails will be automatically triggered when you invite your clients.
Please ensure you follow the Monefly branding guidelines when using any Monefly images, logos or copy.
- Email copy 1: have you heard of monefly email copy
- Email copy 2: connect with me on monefly email copy
- Email copy 3: Have you joined Monefly yet email copy
- Email copy 4: in the same position as you were last year email copy
Monefly plain email header
Introducing Monefly email header
Monefly email header
Get your finances back on track email header
Make your money fly email header
Monefly original logo
Monefly white logo
Email body images:
Automatic net worth image:
Youtube video image:
Monefly app image:
Property valuation image:
Your net worth calculated image:
Helpful links to Monefly webpages:
- Monefly home page: sign up here/create your account
- Video 1: 3 minute explainer video for personal users
- Video 2: 1.5 minute explainer – your personal dashbaord
- Video 3: Calculating your net worth in real time
- Monefly blog
- Monefly Android app
- Monefly IPhone app
Alternatively, if you have something more specific in mind in terms of imagery, just reach out at: email@example.com and we can create something to assist with your communications.