How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
Aside from showcasing the value the client website adds to your clients’ financial lives, having a conversation about the website’s security features can help put their minds at ease and promote collaboration with you. Here are a few ways to position the security features of the eMoney Client Website and Vault.
Watch a replay of our live webinar on eMoney’s Fiduciary Framework, our comprehensive DoL compliance strategy. A mix between existing functionality, product enhancements, and new tools, Fiduciary Framework is eMoney’s initiative to bridge the long-standing gap between financial planning tools and compliance software, creating the industry’s first and only fiduciary focused planning platform in the process.
Tired of hitting the “Advanced” button every time you go into your clients’ Facts? We heard you, and we listened. We recently released a new setting you can use to set your default view of the Facts tab. So now, with a single click, you can avoid hundreds of clicks into the future.
Listen to our series on the best practices for eMoney Client Website. Topics including the Spending and Budgeting tab, the Organizer, Security and Permissions, and more.
At eMoney, we think learning should be easy and intuitive. So our “How-To’s” were designed to guide you through completing a task in eMoney, like adding a client or launching a client website, without the hassle of calling into our Customer Support Team.
The eMoney Client Site spending area presents an interesting dilemma for advisors. On one hand, it’s one of our software’s most popular features; it presents client spending information from their connected accounts in one easily categorized list and allows clients to create a budget that will help them better manage their finances. On the other hand, advisors might not be as familiar with this client tool as they are with advisor-facing features they use every day.
At eMoney Advisor, we believe technology should support financial advisors, not replace them—so we’re always tinkering, improving and upgrading everything we do. That’s why we’ve released over 80 updates to the eMoney software so far this year!