eMoney revamps advisor UX with Decision Center updates

eMoney revamps advisor UX with Decision Center updates
Fidelity's financial planning fintech has rolled out a slew of updates to empower greater collaboration between advisors and their clients.
AUG 02, 2024

Financial advisors and their clients on the eMoney platform can look forward to an improved planning experience, courtesy of fresh updates from the financial planning software firm.

eMoney Advisor has announced considerable enhancements to Decision Center, its interactive planning tool, as part of ongoing efforts to enhance collaboration and client engagement.

Following earlier updates to the platform’s client portal this year, as well as a collaboration with AdvicePay aimed at fee-for-service advisors, the revamped Decision Center introduces a more flexible and user-friendly workspace.

The financial planning software and Fidelity Investments company said these changes are designed to facilitate more effective collaboration between advisors and their clients, allowing advisors to more clearly demonstrate how certain actions impact financial plans

The updates also include a visual refresh to the eMoney interface aimed at improving the overall advisor user 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," Chad Porche, eMoney’s senior vice president, product management said in a statement.

Among the key features of the enhanced Decision Center are an improved user interface that minimizes the number of clicks required for essential actions, enabling advisors to stay on a single screen to showcase various scenarios and their projected impacts.

The platform also now boasts updated navigation, fonts, footers, and icons for a modernized appearance. Additionally, report navigation and modifiers have been enhanced to facilitate ease of use as the report library expands.

The latest moves add to eMoney’s lengthy history of improvements to its Decision Center. During its annual Summit conference in 2022, the firm took the opportunity to highlight its improved capabilities and lofty expectations for the cash flow-based planning product.

“Over the past year, we’ve integrated even more capabilities [in Decision Center] in an effort to create that one true hub for all planning workflows and activities, and to make creating, editing and presenting plans in an interactive and engaging way even easier,” director of product management Ricky Illigasch said at the time.

Beyond the newly added features, eMoney Advisor has also teased additional updates to both advisor and client experiences in 2024 and beyond, including a new Client Portal feature that will transform how clients view and interact with their financial plans, according to the firm.

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.