Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: February 25, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
Planning moves quickly—and your advisors’ tools should, too. This month’s update highlights major progress toward a modern, more streamlined planning platform coming in March, including CoPlanner for faster, more efficient planning, a reimagined Foundational Planning experience, new branding controls for Premium Client Portal users, and several other significant platform updates. Now is an ideal time to share these upcoming releases with your advisors so they’re fully prepared when they go live on March 25.
February releases include several key integration updates. Keep your advisors informed about the new Flourish integration enhancement, which helps keep accounts updated automatically, faster tax preparation, with Schwab tax documents now delivered directly into the Vault, and finally, theMorningstar Integration Sunset happening this month.
Sharing these updates ensures your advisors stay current and ready for what’s coming next.
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