Live Webinar - Thursday, November 13 from 2:00 - 3:00 p.m. ET

Your Clients Expect More—Deliver with the Premium Client Portal

Whether you’re currently using the eMoney Client Portal or exploring ways to enhance your planning technology, this session will show you how the Premium Client Portal can elevate your client experience through greater engagement, efficiency, and personalization.

We’ll highlight key features of the Premium Client Portal, offer a sneak peek at upcoming enhancements in 2026, and demonstrate how to use the portal to foster stronger client relationships, streamline collaboration, and drive business growth.

What you’ll learn in this webinar:

How to elevate your client experience using the Client Portal to create seamless, personalized interactions
Strategies for client-centric growth
Ways to transform engagement into lasting success

Built to deepen relationships and drive growth, the Premium Client Portal offers:

Interactive tools that encourage proactive participation
Actionable insights into client priorities, enabling more personalized advice
Time-saving features that clients can engage with independently while providing valuable data to planners

Speakers

Christopher Grant

Group Product Manager, Client Experience

eMoney Advisor

Chris Mauriello

Senior Financial Planning Practice Management Consultant

eMoney Advisor

What you’ll learn in this webinar:

How to elevate your client experience using the Client Portal to create seamless, personalized interactions
Strategies for client-centric growth
Ways to transform engagement into lasting success

Built to deepen relationships and drive growth, the Premium Client Portal offers:

Interactive tools that encourage proactive participation
Actionable insights into client priorities, enabling more personalized advice
Time-saving features that clients can engage with independently while providing valuable data to planners

Please register by completing this form.

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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.