Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, April 29, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s release builds on the momentum of intelligent, connected planning by giving your advisors more control over how they onboard clients, present insights, and plan with confidence. The highlighted enhancement, Standalone Data Gathering, lets advisors collect client financial data without granting full Client Portal access, creating a more intentional onboarding experience that reduces manual work and helps advisors move faster without sacrificing confidence.
Additional updates include Bulk Client Upload for adding up to 1,000 clients at once, updated annuity income estimates grounded in today’s fees and modern life-expectancy data, and expanded aggregation coverage with stronger direct feeds for a more complete view of client finances.
Together, these updates help your advisors save time on setup, plan with more accurate assumptions, and present insights with greater focus, moving them closer to a more intelligent and efficient planning experience.
What's included:
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