Trivia Question❓

Which company introduced the first ATM, giving bank customers 24/7 access to their money without visiting a teller?

Answer at the bottom of the newsletter

Unlocking the Power of Client Portals: What Today’s Investors Expect

Gone are the days when a printed quarterly report and a handshake at the review meeting were enough. Today’s investors expect on-demand access, transparency, and sleek digital experiences that mirror the tools they use in everyday life. That’s why client portals are no longer a bonus—they’re an essential part of your advisory practice.

But here’s the catch: having a client portal isn’t the same as using it well. Many RIAs have portals buried behind logins, filled with static data, and ignored by clients. In a world of instant access and user-first design, that’s a missed opportunity.

A well-designed portal does more than share documents. It becomes a central hub for engagement—a space where clients can check balances, track goals, communicate securely, and see their financial story evolve in real time. When done right, it increases transparency, strengthens trust, and reduces reactive calls to your office.

Think about what your clients want: clarity, convenience, and control. They don’t just want to see how their portfolio performed—they want to understand why. They want intuitive dashboards, plain-English explanations, and the ability to take action or ask questions without sending emails back and forth.

Leading platforms like eMoney, Advyzon, RightCapital, and Black Diamond are evolving to meet this demand, offering personalized views, mobile responsiveness, and tools for clients to model “what-if” scenarios on their own time. These features don’t just make life easier for your clients—they make you look like a cutting-edge advisor who understands today’s expectations.

But even the best portal will fall flat without the right rollout. Integrate it into your onboarding process. Educate clients on how and why to use it. Make the portal part of your review meetings. Use it as a conversation starter—not just a data dump.

Remember, your portal reflects your brand. Is it intuitive? Useful? On-brand visually? Clients won’t compare your tech to other advisors—they’ll compare it to their banking apps, Amazon dashboard, and Apple devices.

If your client portal doesn’t deliver an experience that matches your level of care and expertise, now’s the time to upgrade. Because in the digital age, access isn’t a luxury—it’s the expectation. And the advisors who meet it will lead the pack.

Your Advisor's Edge Team

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💡 Answer to Trivia Question:

Barclays Bank unveiled the first automated teller machine in London in 1967, transforming banking by providing round-the-clock self-service access.

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