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.
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…
To make your presentations more consistent across experiences, now you can apply a single Monte Carlo trial percentage to all your relevant advanced planning reports and presentations.
Explore the new Needs Analysis, now with our most-used classic topic—Life Insurance Gap Analysis—and more tools to help you uncover client needs in minutes.
Enable focused single-goal conversations while providing a quick and easy way to help clients make impactful, informed decisions with the new Needs Analysis.
February 2025 Product Releases
Reduce the time it takes to resolve connection interruptions with eMoney Support Assistant, our new automated response tool, now included as a step in the existing Report a Problem workflow.
Happy New Year! We’re kicking off 2025 with the same fast-paced innovation that set us apart in 2024. With some exciting updates coming this quarter, you can expect even more impactful updates this year.
Coming Soon: Decision Center Enhancements Video
Improve your planning experience with a more modern, streamlined Decision Center interface. This update will mark a significant step forward in our vision to provide a flexible workspace where you can access all your planning details and reports in one convenient location. Soon, you’ll enjoy a modern aesthetic with a…
In the first half of 2024, your eMoney experience has become more effective, efficient, and engaging. Watch the Mid-Year Check-In video to review some of the most impactful updates and new features released so far this year. Plus, see a sneak peek into features coming soon.
Enhanced Presentation Experience Video
We’ve enhanced the presentation-building process—saving you time by making it more intuitive, streamlined, and consistent—while making all reports available in every presentation experience, no matter where you are in eMoney. Share this video in your internal communications to help your financial professionals incorporate these new features into their process.
Explore the May eMoney updates, featuring Monte Carlo configurability and the 2024 state estate & inheritance tax and annual state income tax updates.
Discover the April eMoney updates, including streamlined income order on reports, our Q2 update on commitment to connections, and syncing client portal users to facts.
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