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.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
