Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients. First, its Decision Center will evolve into ...

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 ...

With mobile devices at almost every fingertip, clients today demand readily available interactions with brands that are seamless and secure. As organizations rally to build client-centric capabilities ...

IMGCAP(1)]These days you’re not likely to pick up an accounting publication or surf the blogosphere without coming across an article on portals, or more specifically, client portals for file sharing.

Money 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 ...

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 ...

Considering the fierce competition in the industry and high customer acquisition costs, law firms must look at new ways to retain their customers by ‘enchanting’ them. So how can law firms enchant ...

People are now accustomed to interacting with service providers through websites or smartphone apps. Nearly all businesses have a mobile presence (or should have one) and almost everyone has a ...