Learn how you can deliver a more personalized experience and strengthen client relationships.
Receive Premium Client Portal Updates
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New features available in Premium Client Portal
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 most important data to your clients and allowing them to 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
Take Your Client Experience to the Next Level
Be the first to hear about our Premium Client Portal launch.
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Reserve your spot at our webinar!
Improving Client Engagement and Satisfaction Through the Client Portal
Tuesday, April 8 from 2:00 - 3:00 p.m. ET
Join our upcoming webinar where we’ll explore the intersection of client experience and technology, as well as how a client portal is a key component of client satisfaction. We’ll look at various eMoney Client Portal options to fit your business needs and showcase how these tools empower you to engage clients in a more meaningful way.
