The New Client Experience Roadmap

The industry’s leading PFM website powered by financial advisors, is getting even better. We’re putting the personal back in the personal financial management website experience, by taking the best features of the robo-platforms—like automated on-boarding, self-registration, intuitive design, ease-of-use, etc.—and incorporating them into our existing client experience and wealth-management platform.

Here are some of the changes that have been implemented so far this year and a preview of what’s still to come.

A New Look & Feel – More personal. More engaging. More emotional. 

The new look and feel of eMoney’s client portal has been designed to reveal the emotional connection clients have with their wealth, incorporating sleek design and a modern and open layout that can be customized to capture the people and things that matter most in their lives. View full blog post.

Enhanced Organizer – How do your clients define wealth?

At eMoney, we think it’s both by figures and feelings. Now, the new Organizer in our completely reimagined client portal keeps clients focused on both, connecting their financial decisions to the people and things that matter most to them and revealing the emotions associated with the goals they set. View full blog post.

Self-Registration – Save time while empowering your clients. 

The new self-registration feature in eMoney’s client experience gives your clients the ability to create their own username and password, then launch their portal on their time, in a secure environment, just as easily as they would any other online account or application.  View full blog post.

Client Tasking and Next Steps – A fully integrated advisor/client experience. – Coming Soon 

Making sure your clients stay on top of their financial to-do list has never been easier, thanks to eMoney’s new Client Tasking feature. Assign tasks to appear in your client’s portal, like completing a form or adding a document to the Vault, then see when the task has been completed—all from your Advisor Home Page. View blog post.      

Easy Onboarding – Focus on what matters. – Coming Soon 

Taking both a quantitative and qualitative approach, a “smart” and dynamic automated fact-finding process allows your clients to spend time answering only the questions that are relevant to their financial situation. The end result?  Clients quickly and easily populate and launch their personal portal—and their advisor gains a better understanding of the feelings associated with their wealth in the process.

Client Goals – What wealth looks like, beyond the numbers. – Coming Soon  

With the new Goal Planner functionality in eMoney’s reimaged client experience, clients can visually prioritize their most important financial goals and see them in order, plotted on their own personal financial timeline.

Clients can add photos and set time horizons to visualize goals and important milestones that make up their life.