On April 27, we launched a new license option for Bamboo – the Marketing Specialist. This new license provides access to Bamboo without visibility of clients’ financial data that is also found in the eMoney platform. A user with a Marketing Specialist license:
- Has complete access to the Bamboo marketing tool.
- Can manage marketing on behalf of Advisors who are licensed with Bamboo.
- Does not have access to any other areas of the eMoney platform such as planning tools, integrations, analytics, client portals, connections, alerts, tasks, or client data.
For more information regarding pricing, purchase eligibility, and how to route inquiries about this new license, please refer to this internal fact sheet.
- NOTE: Existing Bamboo users have received a communication from our Advisor Sales team about this new license and have been asked to reach out to the respective sales rep. If a user should call regarding this email, please route the call to sales.
Questions?
Please contact Val Rivera in Product Marketing and Luke White in Product.
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