In 2023, you and our community of over 106,000 financial professionals have done incredible work to plan for every possibility and provide peace of mind for over 6 million households.
In 2023, over 2 million Client Portals were launched to personally engage your clients to ensure financial conversations continue to drive action and reinforce partnerships. And that’s not all….
Watch the short video recap below to learn more ways you’ve helped people talk about money this year:
2023 Enhancement Highlights*
We’ve been paying close attention to what you’ve been asking for, and in 2023, we made great strides in delivering what matters most to you.
- You asked for more engaging and personalized experiences for you and your clients. We delivered the Customizable Plan Summary and Multi-View dashboards in Decision Center.
- You asked for a more intelligent way to deliver plans to more people. We delivered new Insights and Solvers to quickly create accurate, system-generated recommendations that empower you to scale and elevate planning.
- You asked for more secure, scalable, and stable connections. We delivered over 1,000 new data sources, increasing the total number of all aggregated accounts by 70% and reducing connection issues by 83%—all while maintaining our position as the market leader in account aggregation tools for three straight years!
Looking Forward
As we look to the future, we are focused on some core areas for you and your customer.
Some core areas of focus for 2024:
- Advisor experience:
- An enhanced planning experience: Decision Center’s user experience will evolve, modernizing the aesthetic and making room for future enhancements to provide a more efficient and intuitive planning experience.
- A flexible, consolidated Decision Center: We will continue to open up new planning topics and eliminate workflow breakages in Decision Center, making it easier to create, edit, and present plans in our most dynamic and collaborative planning solution.
- Track progress and convey value: Enhancements to the Progress report will introduce new ways to track and show clients their progress toward their goals over time.
- Customer experience
- Improved user experience: Our Client Portal is evolving in 2024 to deliver a more modern aesthetic.
- Showcase your brand: A new dedicated space within the portal for you to highlight your brand and share relevant information.
- Increase interactivity: We plan to grow the portal to be a place where you can deliver a plan and your customers can actively engage with it.
- Leveraging data at scale: Serving up data in a simple, organized way that drives action.
We look forward to sharing more details about some exciting enhancements in the coming year!
Thank you again for all that you do. From all of us here at eMoney, we wish you a healthy, happy, and safe holiday season.
*If you are using a custom-version of eMoney, this set of features may differ for your experience.
