Client Portal
by eMoney Advisor · Wealth and investment platforms · Radnor, United States
Client-facing portal for planning and aggregated accounts
What Client Portal does
- Track progress toward goals
What Client Portal is used for
- Enhance client relationships through a client portal
- Give clients a consolidated view of finances
- Let clients store important documents securely
- Let clients track progress toward financial goals
About eMoney Advisor
Financial planning software for advisers with a client portal, account aggregation and practice analytics.
eMoney Advisor in the vendor registry: its products, features and similar vendors.
Also by eMoney Advisor
- eMoney Planning: Cash flow and goals-based financial planning
- CoPlanner: Collaborative planning with clients
- Aggregation: Account aggregation across institutions
- Advisor Analytics: Practice and engagement analytics
More in this category: Wealth management and investment platforms.
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