RADNOR, PA — eMoney Advisor has introduced a new feature, “My Plan,” within its Client Portal, aiming to redefine how clients interact with their financial plans. This innovative tool organizes financial data into a user-friendly ribbon at the top of the screen, covering topics such as Overview, Profile, Income, Balance Sheet, Retirement, and other goals. This layout ensures easy navigation and accessibility for users.
The “My Plan” feature allows clients to effortlessly add or modify their financial goals. With just a few clicks, they can visualize the impact of these changes instantly, leading to a more engaging and consumable financial plan experience. This enhanced interaction is expected to foster more meaningful discussions and stronger relationships between clients and their advisors.
Chad Porche, Senior Vice President of Product Management at eMoney, stated, “With My Plan, we’re excited to deliver a more personalized and intuitive way for end-clients to engage with their plans and see the impact of their actions.” He emphasized that this feature marks the beginning of ongoing improvements to the Client Portal, with further announcements planned for the upcoming eMoney Summit and into 2025.
The launch of “My Plan” highlights eMoney’s efforts to evolve the client experience and provide tools that enhance financial planning and client engagement.
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