RADNOR, PA — Delaware County-based fintech firm eMoney Advisor has rolled out a significantly enhanced version of its Client Portal, featuring a sleek, user-friendly design and a dedicated space for advisors dubbed the ‘My Advisor’ page. The upgraded features were showcased at the T3 Technology Conference held earlier this year.
The new-look Client Portal has been designed to prioritize simplicity, functionality, and effective data visualization. “Digital platforms are transforming client-advisor relationships and driving business growth,” said Chad Porche, senior vice president of product management at eMoney Advisor. “The positive response to the redesign confirms that it meets our objective of improving the user experience without causing disruption.”
At the heart of the revamped portal is the ‘My Advisor’ page, a customizable area where advisors can curate relevant content and materials, including branded educational resources, blog posts, website highlights, and scheduling functionalities. It’s designed to streamline communication, task management, and planning, thus fostering more effective client-advisor interactions. This feature is expected to be a boon for advisors seeking to bolster their brand and nurture client relationships.
The improvements signify the start of a new phase in the evolution of the client experience at eMoney Advisor. The company plans to expand the portal into a platform where advisors can present a plan and end-users can actively engage with it, thereby enabling advisors to forge deeper relationships and offer even more value to their clients.
Tom Sullivan, head of product at eMoney Advisor, shared his enthusiasm about the upgraded Client Portal. “This is a pivotal part of our product roadmap, and we’re eager to see how it enhances planning relationships,” he said. “This year, eMoney users will see major upgrades like a more flexible, unified workspace in the Decision Center, streamlined planning processes, and a concrete demonstration of the value our advisors bring to their client relationships. Our ultimate aim is to engage more people in the planning process, explore new uses for eMoney, and inspire more conversations about money.”
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