Communication support for your advisor base. Learn more
Encourage ongoing engagement.
Once advisors have adopted the software into their business, support continued usage among your field.
Keep users in the loop with all important system enhancements so they can keep running their businesses efficiently, featuring communications for users on the standard version of eMoney, and email templates for users on a configured version of eMoney.
December 2025 End-of-Year Email
As we close out eMoney’s 25th anniversary year, share this email with your advisors celebrating the end of 2025 which includes this exclusive roadmap and vision presentation to reinforce how their feedback drives innovation. In this exclusive Product Roadmap & Vision presentation from the eMoney Summit, our leaders reveal…
Help advisors stay informed and ready to deliver more personalized planning experiences. This month’s product update introduces two new Needs Analysis topics, Annuity Income and Debt Paydown, expanding the suite to seven modules for deeper client conversations. Share enhancements to the Plan Summary and Asset Class Summary reports that make…
In this video, Chad Porche, SVP of Product Management at eMoney, shares how the eMoney team builds its product roadmap. He explains the data-driven process behind identifying themes and strategies, how concepts and prototypes are developed and refined, and the trade-offs considered when prioritizing features. Chad also walks through how…
Slick: Okta Adaptive Multi-Factor Authentication
This slick provides an overview of the upcoming changes to the eMoney login experience, explains the impact of implementing Okta Adaptive Multi-Factor Authentication, and outlines steps advisors should take to prepare for the new process. Share this document with advisors to help them understand what’s changing and why, so they…
Video: Okta Adaptive Multi-Factor Authentication
This 30-second video gives a brief overview of the changes coming to the eMoney login experience with the addition of Okta Adaptive Multi-Factor Authentication, a significant security enhancement. Share this with advisors to explain what’s changing and why, so they understand the impact and can prepare for the new login…
Ever wonder how we decide what to build next? This month’s product update kicks off with a short video giving you a peek behind the curtain at how our roadmap takes shape, with advisor success at the center. Share this short video with your advisors to show them…
This month’s updates support meaningful conversations around long-term care and simplify key planning workflows. A new Long-term Care topic in Needs Analysis helps clients visualize the financial impact of future care needs, and you can now share these insights directly to the Client Portal for ongoing engagement. Enhancements like the…
September 2025 Product Release
This month’s updates focus on deepening client engagement and streamlining the planning experience. You can now share Needs Analysis directly to the Client Portal, giving clients secure, real-time access to personalized insights. A redesigned onboarding workflow, improvements to restricted stock entry, and timely updates for the One Big Beautiful Bill…
One Big Beautiful Bill Act (2025 Budget Reconciliation Bill)
Help your advisors stay ahead of legislative changes and maximize the value of eMoney’s planning tools by circulating this timely update on the One Big Beautiful Bill Act.
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…
This month’s updates focus on enhancing the advisor-client experience through smarter integrations and a more intuitive Client Portal. From streamlined account-linking in the Accounts page to new partnerships with Jump AI and Black Diamond, each enhancement is designed to simplify workflows and deepen client engagement. With ongoing improvements to data…
This video from Chris Grant, Group Product Manager at eMoney Advisor, highlights key updates to the client portal that are designed to enhance both advisor efficiency and client engagement. Encourage your advisors to watch this video to stay ahead of platform changes, leverage new tools effectively, and continue delivering exceptional…
These updates highlight our continued commitment to delivering smarter, more streamlined experiences—for you and your clients. From meaningful enhancements to the Client Portal, to timely updates supporting the One Big Beautiful Bill Act, we’re focused on helping you stay connected, informed, and prepared. Plus, new integrations and training tools make…
Client Portal Updates July 2025 – Advisor Email Template
This email template provides a clear and customizable message to help communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help advisors understand the improvements, why they matter,…
Client Portal Updates July 2025 – End-client Email Template
This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help clients understand the improvements, why they…
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.
