{"id":4474,"date":"2016-01-11T13:19:00","date_gmt":"2016-01-11T13:19:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/"},"modified":"2025-08-25T20:37:32","modified_gmt":"2025-08-25T20:37:32","slug":"four-reasons-you-should-start-launching-client-sites-today","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/","title":{"rendered":"Four Reasons You Should Start Launching Client Sites Today"},"content":{"rendered":"

Client websites, or personal financial management websites, have seen a dramatic rise in popularity \u2013 and it\u2019s easy to see why. Having the ability to organize your financial life online is an extremely attractive concept. It keeps your clients\u2019 accounts updated and organized, helps them to plan budgets and spending goals, brings their future goals into perspective, and more \u2013 all wrapped into one convenient, digital experience.<\/p>\n

Often overlooked however, are the benefits client sites have for the advisors who provide them. In fact, client sites often provide more for advisors than they do the client.<\/p>\n

Here are four of the top reasons why you should start launching client sites today<\/em>.<\/p>\n

1. Your Clients Already Manage Their Money Online\u2026With or Without You<\/strong><\/h2>\n

The market for online wealth management platforms has seen tremendous growth throughout the financial services industry.\u00a0Credit card companies have spending analyzers, banks\u00a0provide increasingly intuitive websites, app stores are flooded with personal finance applications, and robo advisors are growing at a\u00a0rapid pace.<\/p>\n

\"Robo<\/a>

Estimated U.S. robo-advisor’s assets under management in trillions of dollars. Source: A.T. Kearney<\/p><\/div>\n

In fact, according to the World Wealth Report<\/a>, \u201c65% of High Net Worth Individuals (HNWIs) expect to run most of their wealth relationships digitally in five years\u2026 and more than half (57%) of HNWIs aged 40 and up would consider leaving their firm advisor today if an integrated technological solution was not offered to them.\u201d<\/p>\n

The trend is clear: clients \u2013 no matter their age – want and expect<\/em> to manage their money online. Do you give your clients the financial management experience they require? Because the truth is: if you don\u2019t, someone else will.<\/p>\n

2. You Need to Attract the Next Generation<\/strong><\/h2>\n

Clients are getting older<\/a>. Between 2011 and 2014, the average age of clients rose consistently each year, from 60 in 2011 up to 61.7 in 2014. And while older clients actually do demand technology, adopting technology purely to service an aging book is just plain shortsighted. Not only does an older book leave you vulnerable to diminishing returns, but younger clients have been proven to be superior clients than older ones.<\/p>\n

A study done by PriceMetrix<\/a> found that, \u201cReturn on assets is 25% higher in books with younger clients \u2013 indicating these clients are more willing to pay a premium and are more productive for the advisor.\u201d And that, \u201cThere are fewer household relationships to manage in younger books \u2013 contributing to a lower cost to service and higher ROA.\u201d<\/p>\n

\"Pricemetrix<\/a>

Source: PriceMetrix<\/p><\/div>\n

As the data shows, advisors will need to cater their businesses more and more to the younger generations. Not just because they need to ensure the longevity, but also because younger clients lead to a more profitable business. And as any statistic, study, or plain old anecdotal evidence will tell you, technology is an absolute must for younger demographics.<\/p>\n

3. Client Sites are Referral Machines<\/strong><\/h2>\n

Referrals are an advisor\u2019s best friend. After all, nothing helps grow a business more than satisfied clients spreading the word. But you\u2019ve got to give them something worth spreading, and a client site does just that.<\/p>\n

By providing a platform that dramatically improves the client experience<\/a>, a client site makes you more referable, which is, after all, the first step in getting referrals. And once you\u2019ve turned clients into advocates, it gives them more than just something to talk about, it gives them something to show and demonstrate. Making your service immediately tangible to their friends, contacts, and associates.<\/p>\n

And to top it all off, client sites help you to stand out to those referrals turned prospects by adding significantly to your value proposition<\/a>. Referral machines indeed.<\/p>\n

4. A Client Site Positions You as the Primary Advisor<\/strong><\/h2>\n

All of their assets (including those held away) on a website managed by you. All their important documents in the Vault you provide. And 24\/7 access to their entire financial picture. With a client site, it won\u2019t be long until clients come to you for answers to all their financial questions.<\/p>\n

More importantly however, you will be more able to fully provide the service that comes with being a primary advisor. Because when every client site is linked to your intuitive advisor site, you are able to monitor your entire business using alerts, analyze and identify opportunities with in-depth analytics, and receive actionable information on assets held away \u2013 making you a more responsive and capable advisor.<\/p>\n

Plus, the more clients who establish their own client site, the more tools you have to grow your business. That\u2019s what we in the business call a win-win.<\/p>\n","protected":false},"author":47,"featured_media":4642,"template":"","thought_leadership_cat":[92,89],"class_list":["post-4474","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-client-experience","thought_leadership_cat-fintech"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"\nFour Reasons to Start Launching Client Sites Today | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Learn why you should start launching client sites immediately.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Four Reasons to Start Launching Client Sites Today | eMoney Advisor\" \/>\n<meta property=\"og:description\" content=\"Learn why you should start launching client sites immediately.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney Advisor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-25T20:37:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"573\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@eMoneyAdvisor\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\",\"name\":\"eMoney Advisor\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"sameAs\":[\"https:\/\/www.instagram.com\/emoney.advisor\/\",\"https:\/\/www.linkedin.com\/company\/emoney-advisor\",\"https:\/\/www.youtube.com\/user\/eMoneyAdvisor\",\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\",\"https:\/\/twitter.com\/eMoneyAdvisor\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"width\":2500,\"height\":808,\"caption\":\"eMoney Advisor\"},\"image\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"name\":\"eMoney Advisor\",\"description\":\"Heart of Advice Blog\",\"publisher\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#primaryimage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg\",\"width\":573,\"height\":360,\"caption\":\"start launching client sites\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#webpage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/\",\"name\":\"Four Reasons to Start Launching Client Sites Today | eMoney Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#primaryimage\"},\"datePublished\":\"2016-01-11T13:19:00+00:00\",\"dateModified\":\"2025-08-25T20:37:32+00:00\",\"description\":\"Learn why you should start launching client sites immediately.\",\"breadcrumb\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Thought Leadership\",\"item\":\"https:\/\/emoneyadvisor.com\/blog\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Four Reasons You Should Start Launching Client Sites Today\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Four Reasons to Start Launching Client Sites Today | eMoney Advisor","description":"Learn why you should start launching client sites immediately.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/","og_locale":"en_US","og_type":"article","og_title":"Four Reasons to Start Launching Client Sites Today | eMoney Advisor","og_description":"Learn why you should start launching client sites immediately.","og_url":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/","og_site_name":"eMoney Advisor","article_publisher":"https:\/\/www.facebook.com\/eMoneyAdvisor\/","article_modified_time":"2025-08-25T20:37:32+00:00","og_image":[{"width":573,"height":360,"url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@eMoneyAdvisor","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/emoneyadvisor.com\/blog\/#organization","name":"eMoney Advisor","url":"https:\/\/emoneyadvisor.com\/blog\/","sameAs":["https:\/\/www.instagram.com\/emoney.advisor\/","https:\/\/www.linkedin.com\/company\/emoney-advisor","https:\/\/www.youtube.com\/user\/eMoneyAdvisor","https:\/\/www.facebook.com\/eMoneyAdvisor\/","https:\/\/twitter.com\/eMoneyAdvisor"],"logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","width":2500,"height":808,"caption":"eMoney Advisor"},"image":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/"}},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/blog\/#website","url":"https:\/\/emoneyadvisor.com\/blog\/","name":"eMoney Advisor","description":"Heart of Advice Blog","publisher":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2016\/01\/launching-client-sites.jpg","width":573,"height":360,"caption":"start launching client sites"},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#webpage","url":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/","name":"Four Reasons to Start Launching Client Sites Today | eMoney Advisor","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#primaryimage"},"datePublished":"2016-01-11T13:19:00+00:00","dateModified":"2025-08-25T20:37:32+00:00","description":"Learn why you should start launching client sites immediately.","breadcrumb":{"@id":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/emoneyadvisor.com\/blog\/four-reasons-you-should-start-launching-client-sites-today\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Thought Leadership","item":"https:\/\/emoneyadvisor.com\/blog\/blog\/"},{"@type":"ListItem","position":2,"name":"Four Reasons You Should Start Launching Client Sites Today"}]}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership\/4474","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/types\/thought_leadership"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/users\/47"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media\/4642"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media?parent=4474"}],"wp:term":[{"taxonomy":"thought_leadership_cat","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership_cat?post=4474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}