Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, June 23, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s release focuses on helping your advisors uncover new strategies, deliver clearer insights, and manage the client experience with greater confidence. The highlighted enhancement introduces new techniques in CoPlanner that surface additional opportunities to improve client outcomes, giving advisors more ways to explore strategies and personalize recommendations without adding time to their workflow.
Additional updates include a new Metrics section in Plan Comparison, expanded Client Portal settings, and refreshed market assumptions and income projections.
Together, these updates help your advisors uncover more strategies, guide more focused conversations, and deliver a more consistent, modernized experience for both advisors and clients.
What's included:
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