Mobile Client Experience Update Coming May 15


Sign up for our Mobile Experience update webinar on May 10 at 2:00 pm ET.

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With more than half of the world’s Web traffic now coming from mobile phones, a seamless mobile experience is a must-have for businesses that want to connect with clients. And with the growing number of devices available to access the Web, providing a seamless experience across devices is crucial.

For instance, in the past 90 days, we’ve seen over 30,000 unique logins to the eMoney Client Portal from mobile devices! So we understand that clients need a modern, intuitive, and unified user experience that provides the same features and level of responsiveness whether they’re on their phones, tablets, or personal computers.

So we’re making a few updates to our mobile experience to elevate your clients’ experience with eMoney across all devices.

What’s Being Updated?

We’re updating the mobile version of the Client Portal to include the same features your clients love from the desktop version—now available on-the-go.

Features previously unavailable on the mobile site, like Goals or the Organizer, are now available through the eMoney mobile experience. With this update, there’s no need to request the desktop site to access all the features of the Client Portal.

Check out a quick comparison of the old mobile site and new mobile experience below.

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With this update, your clients will have a consistent and unified experience across all devices—from a mobile phone, tablet, or personal computer—making it easier than ever for your clients to use the Client Portal from wherever they are.mobile experience

How Can I Notify My Clients?

We recommend reaching out to your clients who use the mobile version of the Client Portal before the update goes into effect on May 15.

If you’re an Advisor Branded Marketing subscriber, you can let your clients know about the upcoming change with our client-facing email template, available now in your content library.

For all other users, you can access the email template here.

Remind me… how do my clients access their Client Portals on mobile?

To access the Client Portal, clients can follow the steps below:

1. Using their smartphone or tablet, the client should go to their normal login URL.

2. From here they’ll either be prompted to enter their user credentials or their mobile passcode if it’s been previously enabled.

3. That’s it!


Questions? Give us a call at 888-362-8482 or send us an email.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.