Independent adviser platform Kestra Financial has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.
Beginning in the second quarter, Kestra Financial will launch its integrated client portal and comprehensive financial planning solution, which will be powered by eMoney’s industry-leading wealth management technology. All advisors affiliated with Kestra Financial will be offered direct access to trading and account level details, complete with easy access single sign-on, enabling a consistent client experience.
“Kestra Financial’s partnership with eMoney will allow our advisors access to a state-of-the-art technology experience that will be a huge value-add for their clients,” says James Poer, CEO of Kestra Financial. “We selectively partner with sophisticated, upstream advisors, and are committed to helping them deepen their relationships with clients. Our upgraded platform – powered by eMoney – will allow our advisors to build even more collaborative relationships as they attract, retain and engage with their clients.”
eMoney’s industry-leading client portal offers clients of Kestra Financial advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organisation, and unlimited, secure document storage.
“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” says Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Kestra Financial’s advisors will soon find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”