Moneta Elevates Its Value Proposition With An Integrated, Online Client Portal Mobile App

In a move to connect with clients digitally, the portal streamlines communication to optimize service

ST. LOUIS--(BUSINESS WIRE)--Moneta announces the launch of its client portal, designed to optimize service with streamlined client-advisor communication, to further support individual financial goals. The 100% partner-owned and fee-only firm that offers advisory services through its registered investment advisor (RIA) Moneta Group Investment Advisors, LLC, is excited to expand its offerings to connect with clients.

The integrated portal allows the firm's 6,000+ clients across the country to interact with financial professionals in a digital, secure environment, at no additional cost. Features include access to financials, instant messaging capabilities, online scheduling, DocuSign signature services, a secure document vault and a multi-medium educational content feed customizable to user preference. The portal will be available as a mobile app on iOS and Android phones, and accessible through a web browser.

“In developing our client portal, we didn’t see an off-the-shelf product that met our clients’ needs. So we set out to create an intuitive offering that allows us to connect with clients on a personal level to better understand their financial goals,” said Keith Bowles, Chief Operating Officer at Moneta. “With this integrated technology, we can anticipate big decisions, events, transitions and pain points to help navigate each individual’s situation and support them as trusted financial advisors.”

By connecting with clientele through a new medium, the firm expects to reach a new generation of clients that operate inside the digital world.

“It’s estimated that nearly $30 trillion will be passed down from the baby boomers to succeeding generations throughout The Great Wealth Transfer,” added Bowles. “With this portal, we are meeting tech savvy individuals where they’re at, online.”

This being the first iteration of Moneta’s client portal, the firm plans to continually build and enhance the platform, which includes launching a community for clients to come together and connect on issues important to their financial lives coined “Moneta Communities.”

ABOUT MONETA

Moneta Group Investment Advisors, LLC is a registered investment advisor with (AUM) totaling approximately $32.8 billion as of December 31, 2021, headquartered in the Midwest. InvestmentNews ranked Moneta among the nation’s Top 10 largest fee-only RIAs for the fifth-straight year in 2022. Barron’s ranked Moneta among the nation's Top 10 Independent RIAs in 2017, 2018, 2019, 2020 and 2021 for its combination of quality and scale.

The firm consistently earns praise for the way it invests in and takes care of employees. In 2021, InvestmentNews ranked Moneta among the nation’s “Best Places to Work for Financial Advisers” for the third year, the St. Louis Post-Dispatch ranked Moneta among its “Top Workplaces” for the eighth-straight year and the St. Louis Business Journal named Moneta as one of its “Best Places to Work” for a seventh-straight year.

© 2022 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. These articles do not individually or collectively constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.