Research
The Transformative Power of Technology on Client Relationships
Explore the Benefits of Client-facing Tech
Technology, especially a client portal, has become a necessity for financial planners with value that extends far beyond mere operational efficiency.
In this eMoney and Financial Planning Association study, based on a survey of financial planning professionals, you can explore how client portals:
- Transform clients’ financial well-being
- Enhance trust
- Reduce anxiety
- Boost motivation
- Drive referrals and loyalty
Download the report and access the full results of the study.
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.
