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eMoney Launches New Modern Aesthetic and Dedicated Advisor Space on Client Portal | PR Newswire [Video]

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User Experience (UX) Design

, /PRNewswire/ — eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, is thrilled to unveil a revamped Client Portal, with a modern aesthetic and a dedicated space for advisors, aptly named the ‘My Advisor’ page. These features were previewed at the T3 Technology Conference in January 2024.

Client Portal

The newly refreshed eMoney Client Portal offers a significant visual enhancement–prioritizing simplicity, functionality, and effective data presentation.

“Digital platforms are increasingly shaping client-advisor relationships and driving business success. Our clients’ warm welcome of the fresh look attests to the design’s goal of elevating the user experience without disrupting it,” said Chad Porche, senior vice president of product management at eMoney Advisor.

My Advisor Page

The ‘My Advisor’ page is a new customizable space within the portal where advisors can choose to showcase relevant information and materials, such as branded educational content, blogs, website highlights, scheduling capabilities, and more. …

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