eMoney Unveils Upcoming Enhancements to Strengthen the Advisor-Client Relationship
T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference. More details will formally be announced by eMoney product leaders during a breakout session at 3:15 p.m. PT on Wednesday, Jan. 24, in a presentation titled "The Power of Planning: How to leverage planning and technology to grow relationships and your business."
- The enhancements, which will be rolled out throughout 2024, will help strengthen the advisor-client relationship and empower more collaborative planning experiences.
- T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference.
- "At eMoney, we believe the client-advisor relationship is a dynamic, multifaceted relationship that requires multiple touchpoints and insights," said Chad Porche, senior vice president of product management at eMoney Advisor.
- Research conducted last year by eMoney supports the notion that client portals enhance the advisor-client relationship.