Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement

Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide financial planning solutions through on-screen observation, guidance, and one and two-way video.

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There are three easy-to-use options available for clients to engage their advisor from inside their MoneyGuide Client Portal.

  • Live observation: By engaging in Portal Sharing, clients will allow their advisor to view their MoneyGuide Client Portal screen. It can be used during a phone conversation to keep clients and advisors on the same page.
  • Co-browsing: In addition to live observation, co-browsing allows the advisor’s cursor to appear on the client’s screen to guide the client within their portal. Doing so allows the advisor to better educate their client about their plan and the impact changes may have on their goals.
  • One or two-way video: Allows the advisor and client to engage in one or two-way video, adding a human element to their virtual engagement.

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“This new solution allows clients to virtually engage – through a trusted, safe and secure connection – with their advisor while within their MoneyGuide Client Portal,” said Joe Miller, Chief Operating Officer of Envestnet | MoneyGuide. “Advisors can encourage the use of Portal Sharing to educate new and existing clients on the many tools and capabilities MoneyGuide offers while answering questions about what impact uncontrollable events, such as market volatility, may have on their financial plan. Clients can also give advisors permission to guide them through their MoneyGuide Client Portal, to ensure they are aware of its robust features. They can also turn on one or two-way video to further enhance the virtual engagement.”

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