RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This ...

Tekantis has announced a major update to Icon Map, its geospatial analytics software for Power BI. The update introduces a ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is ...

Mobile App: Available in the App Store and Google Play Store, the mobile app features an enhanced and streamlined interface for a simplified experience, along with advanced features such as support ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...