eMoney revamps advisor UX with Decision Center updates
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.
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