Product Update Webinar Replay: Client Portal Enhancements March 2024

The importance of providing a digital experience, especially one that meets the needs of today’s consumers is critical for maintaining and growing your business. Clients who use a portal achieve more positive planning outcomes than those who don’t.

In this webinar replay, you’ll learn about our first set of marked enhancements coming to the Client Portal in 2024—design improvements and a new My Advisor page.

In this webinar, Group Product Manager of the Client Experience, Chris Grant, and Senior Training Specialist, Carla Youngs, share more about how these updates fit into our broader vision along with some takeaways to drive increased client engagement.

Jump ahead using the chapter timestamps shown below:

• 1:41 – Why the Portal?
• 3:33 – Coming Portal Enhancements
• 4:57 – Advisor Readiness Materials
• 6:21 – Demo: Setting Up My Advisor Page
• 8:52 – The Future of the Client Portal
• 10:36 – Recommended Next Steps

Supporting Resources:

• Email template to notify your clients of the new portal design
• Alerts Best Practices User Guide
• Learning Course: Overview of the Vault

Most Asked Questions and Answers from the Webinar:

1. Is the design update mandatory?

Yes, the new Client Portal design is rolling out to everyone in March 2024. The new My Advisor page is a feature that will not be enabled by default, giving you time to add the content you want before it is viewable on the Portal to your clients. Please see timestamp 6:21 above for how to setup your new My Advisor page once it becomes available. *

2. Can I still adjust my color schemes within the portal?

Yes, color schemes are still available.

3. Am I losing any features with this design update?

No. This update is applying a new look and feel to the features that exist today. We are not removing functionality based on these updates.

4. When will the future changes be ready in 2024?

As we covered in this webinar, this first release of this year is focused on providing a new modern aesthetic and a dedicated area within the portal to highlight your brand. In the second half of 2024 we will focus on improving how plans are represented in the Client Portal and the ways clients and advisors can more actively engage with those plans. The coming new scorecard metrics will help you identify when and how to engage with your clients.

We look forward to continuing to improve your clients’ experiences in 2024!

*Note: If you are affiliated with an enterprise, you might not receive access to the new My Advisor page. Your firm may participate in a strategic review of new features. This review process gives your home office and compliance teams the opportunity to thoroughly test new features and ensure they are applicable to your custom eMoney configuration and your broader tech stack. As part of this process, we also work with your home office to ensure updates are communicated as part of their internal communication strategies.