Client Portal
Deliver a differentiated client experience with the financial planning industry’s leading Client Portal, and give clients a real-time view into their complete financial pictures.
Request a DemoWith the eMoney Client Portal, you can…
- Elevate your planning experience
- Simplify data gathering
- Track progress toward goals
Give clients a superior online Client Portal to easily view their full financial picture and securely store important documents—all in one place, available exclusively through you.
80% |
of eMoney users report increased ability to attract new clients through the interactive, engaging experience.* |
![client portal dashboard mobile and desktop](https://emoneyadvisor.com/wp-content/uploads/2024/03/client-portal-dashboard-new.jpg)
Connect all of your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.
Learn how DVB Financial, LLC uses eMoney to test planning scenarios confidently using specific client data.
![dvb financial goals](https://emoneyadvisor.com/wp-content/uploads/2024/03/dvb-financial-goals-update.jpg)
Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals.
Nearly 3 out of 4 eMoney users are more confidently able to tell and show their clients how they would reach their desired goals.
![Woman training others on the eMoney platform](https://emoneyadvisor.com/wp-content/uploads/2023/04/services-and-support-training-and-coaching-1650x1100.jpg)
Interested in learning more about our products?
Check out our products page so you can see how to take advantage of this feature at your firm.
* eMoney ROI Survey – December 2023, n=701