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.
That’s why we’ve updated our mobile experience to improve your clients’ experience with eMoney—across all devices.
Learn more about our new Client Portal mobile experience in this video:
Why Did You Update the Mobile Experience?
In a recent 90 day span, we’ve seen over 30,000 unique logins to the eMoney Client Portal from mobile devices. This number continues to grow. Regardless of their device, clients expect a modern, intuitive, and unified user experience that provides access to the same features and delivers the same levels of responsiveness.
In fact, statistics show that the share of mobile Web traffic worldwide has consistently increased year after year.
Find more statistics at Statista
What’s Been Updated?
With this update, the Client Portal includes the same features that your clients love in 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. Clients no longer have to access the desktop site for all the features of the Client Portal.
Check out a quick comparison of the old mobile site and new mobile experience below.
With this update, your clients have a consistent and unified experience across all devices—from a mobile phone, tablet, or personal computer—making it easier than ever for them to use the Client Portal from wherever they are.
Log in and check out the new Client Portal today!
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 there, they’ll either be prompted to enter their user credentials or their mobile passcode if it’s been previously enabled.
4. That’s it!
Pro tip: To create a bookmark on your client’s mobile device, favorite the Client Portal, or add it to their home-screen for ease of access. You can even create a custom mobile icon in under your Advisor Settings – Branding.
If you haven’t already communicated the Mobile Experience update to your clients, use our client-facing email template to let them know about the update.
For Advisor Branded Marketing subscribers, his template is available under eMoney Materials in their content library.
Questions? Give us a call at 888-362-8482 or send us an email.