In our industry, there has been an explosion of choice. Clients can trade online for free, leave their investments to grow in a digital advice platform, or work with a traditional advisor—and they can choose to do any of it with an ever-growing number of providers.
We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.
This week, we cover the new eMoney Client Experience, taking you through all the latest updates, including self-registration and client tasking, as well as future updates like our new onboarding workflow.
We’re proud to introduce The Knowledge Base and How-To’s combining the resources of emX University with interactive training and on-screen guidance to help you complete even the most complex tasks in eMoney quickly and efficiently.
After every new release, we listen to your feedback and are excited about the positive impact Self-Registration is having on your client’s experience. In your feedback, we’ve also identified one common suggestion around the Client Website invitation email.
Client Tasking fully integrates the advisor-client experience and makes it easier than ever to ensure your clients stay on top of their financial to-do lists. Now you can assign tasks to appear in your clients’ portals, like completing a form or adding a document to their Vault, then watch how they interact with that task, all from your Advisor Home Page.
With the complexity of insurance network coverage and changing health care laws, unexpected medical bills are a growing fear for many of your clients. But many are not prepared to face the burden of medical expenses. With the latest Advisor Branded Media video: Health & Wealth, show your clients how, with proper knowledge and planning,…
Wouldn’t it be nice if summer lasted just a few extra days? Well, if you’re attending the eMoney summit, it can!
You asked and we answered. A request that we frequently received was the ability for clients to pick their own username. With the new client site self-registration process, clients can now do exactly that.