Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, August 26, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s release focuses on helping your advisors deliver more personalized retirement recommendations while streamlining onboarding and estate planning workflows. The highlighted enhancement, a new Move States technique in CoPlanner, models how relocating to a different state may affect taxes, cash flow, and long-term plan success, giving advisors a powerful new way to guide clients through retirement relocation decisions.
Additional updates include Document Upload during onboarding, Buy/Sell Transactions in Entities, and Wealth.com Integration SSO.
Together, these updates help your advisors deliver more accurate estate planning, accelerate time to first meeting, and provide more personalized retirement guidance.
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