How Client Portals Increase Financial Planning Client Engagement

When your clients are engaged, they have greater confidence, are more likely to implement your recommendations, and have higher satisfaction with their financial planning experiences, leading to stronger, long-lasting relationships.¹ The client portal is one of the best tools at your disposal for boosting client engagement.

This practice guide provides insights to help you:

Foster deeper, more profitable relationships
Encourage client portal adoption and frequent usage
Use the eMoney Client Portal to ensure clients understand their full financial pictures

By systematically introducing the eMoney Client Portal, financial professionals can create a more interactive, seamless, and collaborative planning process that keeps clients actively involved and connected to their financial futures.

eMoney, “Beyond the Plan” Research, July 2023

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.