November Product Update
From Prospect to Client: One Portal. More Possibilities.

It’s been a big year for innovation at eMoney.

We spent the first half of the year focused on you, with improvements designed to create a better, more efficient advisor experience.

Now, we’ve turned our attention to your clients.

The Client Portal can do much more than support existing client relationships. It can help you attract new prospects, streamline onboarding, gather deeper insights, and deliver a more personalized experience.

In this session, you’ll learn how to:

• Engage prospects and support business growth
• Save time with streamlined onboarding and data collection
• Gather deeper prospect and client insights
• Deliver a personalized, consistent experience that reflects your brand
• Improve efficiency by reducing data entry
• Use one platform to manage more of the client journey

Join us to see how all our 2026 efforts come together and what they mean for the experience you deliver.