Home Office Update: New Enhancements Coming to the Client Portal

As we strive to make our platform more engaging, efficient, and intelligent, we are renewing our focus on the end-client experience.

Because your advisors want to provide customers with a modern tool that reflects their brand, we plan to debut marked enhancements to the portal throughout the year, beginning with design improvements and a new My Advisor page coming on March 5*.

This blog post covers:

• Upcoming Client Portal Enhancements
• Advisor Readiness
• Positioning the Value of the Client Experience to Your Advisors

Upcoming Client Portal Enhancements

• Updated Design | The coming design uplifts are meant to help engage investors with a modern digital experience that fosters trust and grows your advisors’ business.

• My Advisor Page | A new page for your advisors to showcase their brand and highlight material they want their clients to engage with most.

Note: This page requires your advisors to proactively complete a short setup workflow before making it available on their clients’ sites.

Advisor Readiness

We are planning a robust pre-launch strategy for these enhancements, which will directly impact the experience of your advisors’ clients.

To support your advisors in preparing for this change, they can participate in this upcoming Client Website Product Feature Webinar, taking place February 20 at 2:00 pm ET. During this session, attendees will be taken through the upcoming releases to the Client Portal, how it fits into our broader product vision, and some tips for prepping their clients for the update to their experience.

Positioning the Value of the Client Experience to Your Advisors

In addition to the efforts eMoney is planning in preparation for the coming launch, we recommend leveraging the Communications Resource Center (CRC) where our team will be uploading Client Portal communication assets to repurpose for your internal outreach over the coming months.

We look forward to providing more updates as we near the first phase of Client Portal enhancements this March. In the meantime, feel free to reach out to your eMoney point of contact if you have any questions.

*If your firm participates in eMoney feature review cycles, please note that dates and enhancements may differ.