eMoney aims to deliver a best-in-class, innovative Client Portal so that advisors can provide clients with an unmatched experience. This requires us to not only enhance the Client Portal with new capabilities but to also evaluate current functionality based on utilization and user feedback.
Due to low usage from clients, the Education Center available from the Client Portal will be discontinued on April 30.
Why is the Education Center (in Client Portal) being discontinued?
- We’ve found that clients prefer to receive educational resources and fresh content in real-time through other channels.
- Due to low usage from clients, the Education Center within the Client Portal will be discontinued in April 2019.
How do I communicate this change to my clients?
While it’s still important to provide your clients with educational resources and engage them with content, we’ve found that they prefer to receive fresh material in real-time through other channels.
For those who have enabled the Education Center, we’ve created resources to help message the change to your clients, including an email template.
- If you have this enabled in the Education Center for your clients, we’ve created resources to help message the change to your clients, including an email template.
With questions, contact us at 888-362-8482 or send us an email.