Client Portal
Enhance client relationships with our industry-leading client portal.
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Optimize your client experience
Provide a secure and real time environment where clients can view or interact with their plans, depending on which portal option you choose.
Client Portal Users:
- Have significantly higher satisfaction with their advisors.
- Are significantly more motivated to achieve their goals.
- Feel significantly better about the communication with their advisor.
- Refer significantly more new clients to their advisor.
Source: eMoney Beyond the Plan Research Study, June 2023, n=1,507
Choose your portal:
Our industry-leading Client Portal, included in all planning packages, allows clients to view all their finances in one place, aggregate accounts, and securely store documents.
Upgrade to the Premium Client Portal for a more interactive experience with additional features that enhance client engagement and foster deeper relationships.
Introducing Our New Premium Client Portal
Unlock enhanced features designed to boost engagement, collaboration, and business growth. Check it out now!
With the eMoney Client Portal, you can…
- Elevate your planning experience
- Simplify data gathering
- Track progress toward goals
Give clients a superior online Client Portal to easily view their full financial picture and securely store important documents—all in one place, available exclusively through you.
80% |
of eMoney users report increased ability to attract new clients through the interactive, engaging experience.* |
Connect all of your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.
Learn how DVB Financial, LLC uses eMoney to test planning scenarios confidently using specific client data.
Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals.
Nearly 3 out of 4 eMoney users are more confidently able to tell and show their clients how they would reach their desired goals.
Take Your Client Experience to the Next Level
Request a demo of the eMoney Client Portal to see how you can leverage this powerful tool in your own practice.
* eMoney ROI Survey – December 2023, n=701
