Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, January 28, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
Help advisors move planning conversations toward confident decisions. This month’s update introduces Plan Comparison, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new Asset Allocation report in Decision Center and expanded Asset‑Map integration that support more efficient, goal‑aligned discussions. Finally, keep advisors aware of March enhancements, including the new CoPlanner, updated Foundational Planning, simpler Client Portal onboarding, and upcoming adaptive multi‑factor authentication for stronger security.
What's included:
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