Upgrades improve client experience within a modern, planning-focused design.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has announced enhanced usability and functionality to Online Access, its secure client portal. The first of many substantial upgrades, the enhancements were the result of intensive research and feedback from both clients and Financial Advisors, business intelligence, industry surveys, trend analysis, and extensive testing.
Clients can use Janney’s Online Access portal to stay current with their financial life, aggregate external assets, transfer funds and pay bills, review and explore financial planning resources, as well as store and share important documents in a secure location.
The recent enhancements dramatically improve the ease of navigation and access to the most sought-after functions within a more modern, financial planning-driven design. The most important enhancements include:
- Improving ease of use and navigation: Quick access to key features on the landing page such as account balances, important documents, market and educational commentary, bill pay, and more.
- Promoting holistic advice: Highlights the importance of financial planning and education through industry-leading financial wellness tools and resources, as well as easy and secure access to communicate with Janney Financial Advisors.
- Increasing planning-focused resources: Enhanced content to help connect financial and life goals together, including educational and market insights and commentary, as well as quick access to virtual client events.
“These upgrades help us meet the evolving expectations of clients who want not only personalized advice from their advisor but also digital access to a full range of information and tools to help manage their financial life,” said Gloria Nelson, Head of Marketing Communications and Client Experience. “Online Access remains an important tool on our wealth management platform, and we will continue to evolve our digital capabilities to improve the client experience.”