eMoney Advisor said Thursday that it has released a Premium Client Portal with advanced features designed to create a more interactive and engaging user experience.
Available as an add-on option for all current eMoney planning packages, the Premium Client Portal "is an enhanced version of eMoney’s industry-leading Client Portal, which allows clients to view their finances in one place, aggregate accounts, and securely store documents," the firm said in a statement.
The premium offering “delivers a more interactive and personalized approach, empowering advisors with deeper insights and seamless collaboration,” said Chad Porche, senior vice president of product management at eMoney, in a statement. “With evolving client expectations in mind, we’ve created a solution that not only strengthens relationships but also helps advisors deliver smarter, more data-driven financial guidance at scale.”
Key features, eMoney explained, include:
- Mobile app: Available in the App Store and Google Play Store, the mobile app features an updated interface, along with features such as support for biometrics and notifications.
- Explore: This feature enables users to explore financial topics that matter to them and gain insights without affecting their existing plan. Users can also share findings with their advisor.
- Personalized homepages: A tailored home screen highlights the data most important to clients and aligns with their preferences.
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