RADNOR, PA — eMoney Advisor has announced significant enhancements to its Decision Center, a core planning tool designed to improve collaboration between financial advisors and their clients. This update follows recent improvements to the Client Portal, aiming to create a more seamless and interactive planning experience.
The redesigned Decision Center now offers a flexible and modern workspace. Its streamlined, intuitive user interface allows advisors to plan collaboratively with clients and visually demonstrate the impact of their financial decisions. Aesthetic updates have also been made across the advisor experience.
“Designed for more flexibility, the new experience offers deeper engagement in the planning process, fosters more collaborative planning conversations, and strengthens advisor-client relationships,” said Chad Porche, SVP of product management at eMoney. “These updates set the stage for more exciting enhancements to come on our product roadmap.”
Key updates in the Decision Center include:
- An enhanced user interface that reduces clicks for key actions, enabling advisors to stay within one screen to showcase multiple scenarios and their projected impacts.
- Updated navigation, fonts, footers, and icons across the platform for a refreshed look.
- New report navigation and modifiers to improve ease of use as the report library expands.
eMoney Advisor plans further enhancements to both the advisor and client experiences throughout 2024 and beyond. A new feature within the Client Portal is also in development, which will transform how clients view and interact with their financial plans.
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