{"id":8457,"date":"2026-01-26T15:31:06","date_gmt":"2026-01-26T15:31:06","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8457"},"modified":"2026-01-26T15:31:06","modified_gmt":"2026-01-26T15:31:06","slug":"slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/","title":{"rendered":"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth"},"content":{"rendered":"<p>Give clients an engaging digital experience that extends and reinforces the advisor relationship beyond meetings. This slick introduces the Premium Client Portal and showcases features like a secure mobile app, personalized homepages, and interactive content that encourage clients to stay informed and involved. Share with advisors as they explore ways to increase engagement, differentiate their client experience, and support stronger, long\u2011term relationships.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Give clients an engaging digital experience that extends and reinforces the advisor relationship beyond meetings. This slick introduces the Premium Client Portal and showcases features like a secure mobile app, personalized homepages, and interactive content that encourage clients to stay informed and involved. Share with advisors as they explore ways to increase engagement, differentiate their [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":8465,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-8457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-engagement","category-product-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney\" \/>\n<meta property=\"og:description\" content=\"Give clients an engaging digital experience that extends and reinforces the advisor relationship beyond meetings. This slick introduces the Premium Client Portal and showcases features like a secure mobile app, personalized homepages, and interactive content that encourage clients to stay informed and involved. Share with advisors as they explore ways to increase engagement, differentiate their [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-26T15:31:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1700\" \/>\n\t<meta property=\"og:image:height\" content=\"2200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth\",\"datePublished\":\"2026-01-26T15:31:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/\"},\"wordCount\":74,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Premium-Client-Portal-.png\",\"articleSection\":[\"Engagement\",\"Product Updates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/\",\"name\":\"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Premium-Client-Portal-.png\",\"datePublished\":\"2026-01-26T15:31:06+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Premium-Client-Portal-.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Premium-Client-Portal-.png\",\"width\":1700,\"height\":2200},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney","og_description":"Give clients an engaging digital experience that extends and reinforces the advisor relationship beyond meetings. This slick introduces the Premium Client Portal and showcases features like a secure mobile app, personalized homepages, and interactive content that encourage clients to stay informed and involved. Share with advisors as they explore ways to increase engagement, differentiate their [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/","og_site_name":"eMoney","article_published_time":"2026-01-26T15:31:06+00:00","og_image":[{"width":1700,"height":2200,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth","datePublished":"2026-01-26T15:31:06+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/"},"wordCount":74,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png","articleSection":["Engagement","Product Updates"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/","name":"Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png","datePublished":"2026-01-26T15:31:06+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-premium-client-portal-unlock-deeper-engagement-and-drive-business-growth\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Premium-Client-Portal-.png","width":1700,"height":2200},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=8457"}],"version-history":[{"count":2,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8457\/revisions"}],"predecessor-version":[{"id":8473,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8457\/revisions\/8473"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/8465"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=8457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=8457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=8457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}