Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, July 29, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s release focuses on helping your advisors turn planning work into clear, client-ready guidance while delivering a more modern, consistent client experience. The highlighted enhancement, Smart Presentation Templates, automatically generates a curated set of reports based on the techniques included in a plan, helping advisors spend less time building presentations and more time focusing on what matters most to their clients.
Additional updates include modernized Client Portal onboarding and notification emails, expanded mobile app promotion in the Premium Client Portal, and redesigned Privacy Settings for greater clarity around data sharing.
Together, these updates help your advisors present recommendations more effectively, strengthen client engagement, and deliver a more consistent, modernized experience across the platform.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.