eMoney Introduces Enhanced Branding Updates to Premium Client Portal

One year after launch, firms using Premium Client Portal report higher client engagement and more consistent collaboration as interactive planning capabilities expand

RADNOR, Pa., April 2, 2026 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced enhancements to its Premium Client Portal, including expanded branding capabilities that allow firms to more fully customize the client experience across web and mobile.

The update, which is now live, reflects continued investment in the Premium Client Portal, giving advisors greater control over how their brand is presented throughout the client experience. Firms can now tailor themes, colors, and mobile app icon design, reinforcing firm identity and strengthening their brand experience across client interactions.

"Advisors want every part of the client experience to reflect their firm," said Chad Porche, Senior Vice President of Product at eMoney. "These enhancements allow firms to make the portal their own and place their brands in their clients' pockets, while keeping them connected to their financial plans through a seamless mobile experience."

The branding updates build on a broader set of capabilities designed to make financial planning more interactive and accessible for clients. Features such as "Plan Explorer" allow clients to model scenarios, adjust goals, and test financial decisions within the advisor's planning framework, while giving advisors clearer visibility into client priorities. Paired with personalized homepages and a mobile app that includes biometric login and push notifications, clients remain connected to their financial plans, fostering deeper financial understanding and more collaborative planning with their advisor.

More than 1,600 firms have adopted the Premium Client Portal since it launched one year ago. According to an eMoney survey with users, 82% of firms report improved client engagement, 78% report stronger collaboration, and 61% say the Premium Client Portal has contributed to increased planning activity. The data reflects a shift in how clients engage with the financial planning process. Rather than viewing static information, clients are actively interacting with their financial plans by testing scenarios, adjusting goals, and engaging with advisors between meetings.

"The Premium Client Portal is a differentiator that boosts engagement, deepens relationships and offers the mobile experience consumers expect," Porche added. "Advisors are bringing clients into the planning process earlier and keeping them engaged over time as their needs grow and evolve."

The Premium Client Portal was recently recognized with the 2026 FinTech Breakthrough Award for Wealth Management Product of the Year. For more information on the Premium Client Portal and to request a demo, visit eMoney's website.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.

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SOURCE eMoney Advisor, LLC