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MoneyGuide Updates Client Portal for Age of Social Distancing

Clients will now be able to do screen-sharing, co-browsing and one- and two-way video with their advisor over a remote connection within the tool.

Financial planning software provider Envestnet | MoneyGuide has enhanced its client portal to make it easier for advisors to interact with clients during this time, as shelter-in-place orders and social distancing make face-to-face meetings nearly impossible. Clients will now be able to do screen-sharing, co-browsing and one- and two-way video with their advisor within the tool.

With the new Portal Sharing feature, clients can have their advisor view their portal screen, so the advisor can better walk them through what they’re looking at. In addition, the advisor can move their cursor around on the client’s screen with the new co-browsing capability. At the same time, the advisor will be able to see a client’s screen only within MoneyGuide via a remote connection, so the client doesn’t have to worry about privacy issues.

The portal will also allow the advisor and client to interact via one- or two-way video, without the need for Zoom or other videoconferencing tools.

The new features are available at no additional cost to MoneyGuide users, and they’ll be available in MoneyGuideOne, MoneyGuidePro and MoneyGuideElite.

"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, COO 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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