Coming Soon: Client Tasking

Both you and your clients have a lot to manage. Coming soon, you can help clients stay focused on meeting their goals—while streamlining your own workflow and adding efficiency to your processes—with the new Client Tasking feature in eMoney’s reimagined Client Portal.

A fully integrated advisor-client experience makes it easier than ever to ensure your clients stay on top of their financial to-do list. Assign tasks to appear in your clients’ portal, like completing a form or adding a document to their Vault, then watch on how they interact with that task all from your Advisor Home Page.

Here’s how it works:
Assign your client an action item to complete.  Create a task specific to your client  like, “Complete the Accounts section of your Organizer” or add a custom Next Step such as, “Talk to Rick about maxing out your 401k in 2016”.

↓

The task will appear in your client’s portal, under a new Client Tasks icon on the navigation bar.  The complete list of all tasks assigned to your clients will also appear under “View All” when the Tasks icon is selected on the Advisor Navigation Bar.

↓

Your client will be able to view and complete their tasks. Either way—you’ll be notified, keeping you in the know and helping you plan your follow-up approach.