eMoney Advisor introduces a new streamlined view of financial plans in the client portal

The My Plan tab, which sorts financial plans by topic, is the latest in a series of improvements focused on modernizing the user experience and enabling collaborative planning

RADNOR, Pa., September 25, 2024 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the launch of My Plan, a new tab in the customer portal that transforms the way end customers view their financial data View and interact with plans.

My Plan displays the end customer’s financial plan in a personalized ribbon at the top of the screen, organized by topic – Overview, Profile, Income, Balance Sheet, Retirement and other goals – ensuring ease of use and navigation. End customers can easily add or edit goals with just a few clicks and instantly visualize the impact of those changes directly on the My Plan page – giving users a more actionable financial plan. This increased engagement can lead to more meaningful conversations and deeper advisor-client relationships.

“With My Plan, we’re excited to offer end customers a more personalized and intuitive way to engage with their plans and see the impact of their actions,” he said Chad PorcheSVP, Product Management, at eMoney. “It lays the foundation for the continued evolution of the customer experience and precedes additional customer portal improvements on our product roadmap, which we look forward to announcing at the upcoming eMoney Summit and in 2025.”

Following the release of the My Advisor page earlier this year, My Plan is part of the next phase of improvements focused on improving the customer experience, modernizing how financial plans are displayed in the customer portal and the way customers interact with them interact, concentrate. Advisors can activate My Plan by selecting Manage Client Portal, Features, and then My Plan.

To learn more about My Plan, watch this video.

About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Based on holistic financial planning, eMoney solutions strengthen customer relationships, streamline business operations, improve business performance and drive overall growth. More than 109,000 financial professionals from businesses of all sizes use the eMoney platform to serve more than 6 million households across the United States. For more information, visit: emoneyadvisor.com.

SOURCE eMoney Advisor, LLC