eMoney Tip of the Week: Best Client Website Reports

Offering clients their own personal financial website gives them the ability to organize their financial lives and works to strengthen their relationship with you, the advisor. But did you also know you can also manage which reports  clients see to give them a custom view of their finances?

Start by clicking the globe icon in the top right corner of your client’s Overview page and selecting Manage.

This takes you to the Manage Client Website page where you can customize and regulate several aspects of each client’s personal website including:

• Website Access
• Website Features
• Reports
• Configuration Settings

To customize which reports your clients have access to throughout their Client Site, select the Available Reports link from the left-hand menu.

When it comes to Available Reports, less is definitely more since you don’t want to overwhelm clients with information. Our suggestions for the best client website reports to include are highlighted below:

As with any other Client Site customization you make, you have the option to save your changes three different ways:

1. Save Changes: Saves the changes you made for the current client only.

2. Save For All Clients: Applies the changes to all your current clients, but not for any future clients.

3. Save As Default: Establishes the changes you made as the default settings for all future clients.