The new functionality of the Client Website includes an interactive Goals section where end-clients can easily add goals, track their progress towards funding those goals and visualize how they impact their long-term financial outlook. Allowing end-clients to input and update their financial goals enables advisors to adapt plans in real-time based on their clients' priorities.
The post eMoney Advisor Launches Redesigned Client Website with New User Experience and Goal-Planning Functionality appeared first on eMoney Advisor Blog.
