RADNOR, PA — eMoney Advisor has unveiled Presentation View, a new feature in its Decision Center, designed to transform how financial plans are created and shared within the platform. This innovation enhances the advisor-client relationship by delivering a more engaging and streamlined planning experience.
Presentation View allows advisors to seamlessly transition from collaborative planning sessions in the Decision Center to sharing plans directly on the My Plan page in the client portal. This one-click integration ensures continuity and encourages greater client engagement.
By offering a unified ribbon interface that is consistent across advisor and client views, Presentation View simplifies navigation and enhances usability. Additionally, financial advisors can tailor custom presentations for each client using flexible templates that align with individual goals and life stages.
“With Presentation View, we’re transforming the way financial plans are delivered in eMoney, using a modern, interactive plan sharing experience,” said Chad Porche, senior vice president of product management at eMoney. “Advisors can now create and share personalized presentations directly to the Client Portal, delivering a seamless and consistent experience that meets client expectations and deepens collaboration.”
The new feature also boosts efficiency for advisors by streamlining workflows. With fewer manual steps required, financial plans can be discussed, tailored, and shared more swiftly, allowing advisors to focus on providing quality guidance to their clients.
Building on its My Plan initiative launched in 2024, eMoney continues to modernize and simplify the financial planning process, strengthening its position as a leader in client-focused digital solutions. Presentation View marks another leap forward in delivering a personalized and interactive financial planning experience.
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