Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Tuesday, August 26, 2025
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s updates focus on streamlining client onboarding and keeping planning tools aligned with evolving legislation. A redesigned Getting Started Program experience will empower clients to build a basic financial plan at their own pace, while new integration tiles for Jump and Luminary enhance connectivity. Timely updates in response to the One Big Beautiful Bill Act and a refreshed Presentation View in Decision Center support a more modern, collaborative planning journey.
What's included:
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