Build Trust and Drive Revenue with a Client Portal

Transform Your Practice with the Industry's Leading Client Portal

Get a Client Portal Demo

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Trusted by more than 2M users, the eMoney Client Portal is a modern, digital solution for clients to share valuable planning data and aggregate accounts. Our robust yet intuitive tool gives advisors the visibility they need to deepen relationships, build trust, and drive revenue.

Request a demo to learn more!

Premium Client Portal Features

Mobile App

Offer an app to your clients that has an intuitive installation process with a streamlined interface for a user-friendly experience.

Explore

Users can independently explore relevant financial topics to gain insights without impacting their existing plans, while advisors benefit from valuable information.

Personalized Homepages

Create a strong first impression by highlighting the data most important to your clients and letting them customize their homepage.

Engage and Delight More Clients

Save time collecting valuable planning data

Gain trust earlier in the planning process

Deepen relationships with a view into clients' full financial pictures

With the eMoney Client Portal, you can:

Elevate your planning experience

Give clients a superior online Client Portal to easily view their full financial picture and securely store important documents—all in one place, available exclusively through you.

85% of eMoney users report increased ability to attract new clients through the interactive experience.

Simplify data gathering

Connect all your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.

Track progress toward goals

Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals.

Nearly 3 out of 4 eMoney users are more confidently able to tell and show their clients how they would reach their desired goals.

Your clients will love:

Seeing all their accounts in one convenient place

Saving time thanks to built-in automations

Easily communicating in a secure environment

"We always lead with the planning done in eMoney as it showcases how we make decisions about their wealth and investments. The biggest difference using eMoney has made is in the clarity we can now provide to our clients about their situation."

Jason Velencia, CFP®, Wealth Manager

DVB Financial

Take Your Client Experience to the Next Level

Request a demo of the eMoney Client Portal to see how you can leverage this powerful tool in your practice.

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Premium Client Portal features are available at an additional cost.

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