The Client Portal: Digitally Enhancing the Advisor-Client Relationship

Gain a broader understanding of your Client’s complete financial picture with eMoney’s Client Portal. Learn how this personalized platform can lend to an engaging financial planning experience. Get the inside scoop on the new and modern Client Portal look and feel coming March 2024! With guest Chris Grant, Group Product Manager. 

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.