eMoney’s Premium Client Portal Wins 2026 FinTech Breakthrough Award for Wealth Management Product of the Year

March 19, 2026 – eMoney has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards for its Premium Client Portal, recognizing its role in helping advisors deliver a more modern, collaborative, and personalized financial planning experience.

The FinTech Breakthrough Awards highlight the companies and technologies driving meaningful innovation across financial services. This recognition reflects eMoney’s focus on solving real challenges advisors face – strengthening client relationships while helping firms deliver more engaging digital planning experiences.

“Advisors today are balancing rising client expectations with the need to operate more efficiently,” said Chad Porche, SVP of Product at eMoney. “That’s why we built on our award-winning Client Portal to create the Premium Client Portal – an enhanced experience with more interactive features where advisors and clients can explore ideas, collaborate, and make more informed decisions together.”

The Premium Client Portal includes personalized dashboards, secure mobile access, interactive planning tools, and enhanced branding capabilities that allow firms to deliver a more customized digital client experience.

“Recent research among advisors using the Premium Client Portal highlights its positive impact. Eighty-two percent report improved client engagement, and 78% report stronger collaboration,” added Porche. “The solution helps advisors create more meaningful interactions with clients, leading to greater satisfaction and stronger momentum toward achieving financial goals.”

Learn more about eMoney’s Client Portal here.