On Demand

Turning Transparency into Trust: How Client Portals Power Better Planning

This session explores how client portal technology supports each stage of the financial planning process, from gathering a complete picture of the client’s financial situation to communicating recommendations and tracking progress over time. Attendees will leave with practical approaches for using transparency and shared data access to improve the accuracy of the planning process, communicate recommendations more effectively, and support clients in understanding and monitoring their financial plan over time.

*CFP Credits not applicable for viewing the recording

Speakers

Brandon Tucker, CFP®

Advisory Financial Planning Practice Management Consultant

eMoney

*CFP Credits not applicable for viewing the recording

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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.