eMoney Updates Q1 2025 - eMoney Advisor Blog

Discover the latest updates in eMoney, including Single Sign-On for Tolerisk, enhanced Multifactor Authentication, and an exciting Coming Soon video for the Premium Client Portal! Plus, catch up on all the 2024 Q4 here.

Single Sign-on to Tolerisk
Enhanced Security – New Multifactor Authentication
Premium Client Portal (Coming Soon)

Single Sign-on to Tolerisk

Releasing January 28

Enhance efficiency and streamline your workflow with Tolerisk, which is now accessible via single sign-on (SSO). Once enabled, these tools can be quickly accessed to align client portfolios with risk directives.

What Is Tolerisk?

Tolerisk simplifies risk assessments by effortlessly syncing client data, quickly importing new clients, and connecting client accounts to calculate portfolio risk. By aligning portfolios with targeted risk directives, you can provide tailored advice.

Explore the integration today to enhance your risk assessment workflow.

Enhanced Security – New Multifactor Authentication

Over the coming weeks, you’ll sign in to eMoney more efficiently with an improved multifactor authentication process.

What’s New?

Self-recovery authentication: If you become locked out due to multiple failed login attempts, you’ll be redirected to unlock your account using two-factor verification with email and SMS for added security.

Self troubleshooting: A new Help link will appear providing basic support instructions.
Slight visual differences: The login interface and email layout may appear slightly different than what you’re used to. Please note that the email you will receive if you get locked out will come from noreply@okta.com. (See below)

Who Will Experience This New Authentication Process?

Assuming your office has not disabled eMoney default security settings which include adaptive multifactor authentication, and we have a valid SMS phone number, you and your clients will be able to perform this self-unlock feature. Otherwise unlock will happen the way it does today, after a 10-minute timeout, “forgot password” flow, or with the assistance of an advisor or admin. Learn more about adjusting RSA two-factor authentication here.

Why Is eMoney Enhancing Security?

As a market leader in financial planning technology that helps people talk about money, fulfilling this mission requires constant vigilance and attention to the security of our clients’ information. Learn more about our ongoing effort to enhance security here.

Premium Client Portal

Coming March 2025: The Premium Client Portal, Setting a New Standard for Client Relationships

Boost engagement with your clients, foster deeper collaboration, and drive business growth with the Premium Client Portal, a new set of interactive planning tools offered as an add-on option to our existing Client Portal, coming this March! Sig n up here to learn more once it’s available.

What will be included upon release:

Mobile App – Enhance accessibility and convenience with a secure mobile app featuring biometric login and push notifications for seamless client engagement.
Explore – Empower your clients to independently explore financial topics, enhancing their understanding, while providing you with valuable data to craft tailored financial plans and foster active participation in achieving goals.
Personalized Homepages – Deliver a customized user experience aligned with your clients’ financial priorities, driving engagement and satisfaction through intuitive, tailored design.

Stay tuned for more information, including pricing and packaging details, and an opportunity to join us for a live webinar session this April to learn more about Premium Client Portal.

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