Enhanced Branding and Settings to Make the Portal Yours

As a Premium Client Portal user, you understand the value of a high-quality client experience. In March 2026, we’re bringing two highly requested updates to the Premium Client Portal, giving you new ways to deliver a seamless, fully branded experience for your clients:

• Enhanced Branding
• Mobile Icon Customization

Customizing your Client Portal allows you to:

• Extend your firm’s branding across desktop and mobile—without costly custom development
• Create a cohesive, elevated experience that reflects your firm’s identity
• Strengthen trust and recognition through consistent branding at every client touchpoint

Customize these Client Portal features for a look and feel that reflects your brand:

• Mobile icon (Highly-requested Feature)
• Colors
• Fonts
• Buttons

More About Mobile Icon Customization

The standout feature of this release is the ability to replace the eMoney logo with your own logo after a client’s first login, putting your brand directly in your clients’ hands. This level of mobile brand presence is an advantage typically found only in fully white‑labeled solutions, and it’s now included as part of your Premium Client Portal experience.

New Settings Experience: Increase Visibility and Control

All customization will be controlled from an updated, intuitive Settings page, where you can instantly preview your updates across desktop and mobile—including the app experience—before publishing. See what’s coming here.

These modernized Client Portal enhancements give your clients a clearer, more connected experience, further elevating the value you get with the Premium Client Portal.