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.
Slick: A Detailed Look at How CoPlanner Evaluates Planning Techniques
This detailed overview explains how CoPlanner analyzes client data and existing plans using a structured, rules‑based framework. It shows how CoPlanner evaluates a wide range of retirement, savings, insurance, tax, and estate techniques, including or excluding each one based on qualifying criteria, client demographics, and its impact on Probability of…
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.
Help advisors move planning conversations toward confident decisions. This month’s update introduces Plan Comparison, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new Asset Allocation report in Decision Center and expanded Asset‑Map integration that support more efficient, goal‑aligned discussions. Finally, keep…
Slick: CoPlanner Product Vision Overview
Explore how a more intelligent, holistic approach to financial planning can simplify decision‑making while preserving control and personalization. This overview explains how eMoney CoPlanner evaluates a client’s complete financial picture, generates tailored planning approaches, and pairs actionable techniques with reporting, presentations, and next‑step guidance. It provides a clear view into…
Clickable Demo: Accelerate Planning with eMoney CoPlanner
Deliver a consistent, high‑quality planning experience at scale while maintaining control over how recommendations are generated and applied. In this demo, see how eMoney CoPlanner instantly analyzes all known client data, runs complex calculations using proven, rules‑based planning logic, and presents a personalized set of planning actions without the need…
Slick: Premium Client Portal: Unlock Deeper Engagement and Drive Business Growth
Give clients an engaging digital experience that extends and reinforces the advisor relationship beyond meetings. This slick introduces the Premium Client Portal and showcases features like a secure mobile app, personalized homepages, and interactive content that encourage clients to stay informed and involved. Share with advisors as they explore ways…
Slick: CoPlanner: Plan Faster, Without Giving Up Control
Unlock a faster, more consistent approach to building financial plans while preserving complete oversight of how recommendations are created. This overview shows how CoPlanner evaluates client data using a structured, logic‑based framework to generate multiple planning approaches that can be reviewed, refined, and personalized before being applied. It also demonstrates…
Video: Plan Comparison Product Update
Enable more dynamic, client‑focused planning conversations without disrupting the flow of a meeting. This video walks through the new Plan Comparison experience in Decision Center, showing how advisors can compare multiple plans side by side, highlight tradeoffs, and test changes in real time while instantly seeing the impact on probabilities…
Slick: A High-Level Look at How CoPlanner Evaluates Planning Techniques
This high‑level overview explains how CoPlanner reviews existing client data and plans, applies eMoney’s proprietary rules‑based engine, and evaluates a wide range of planning techniques to identify actions designed to improve Monte Carlo outcomes. You’ll also see the scope of techniques CoPlanner supports and how advisors retain control by reviewing,…
Slick: Foundational Planning: Deliver More Plans to More Clients
This slick highlights how Foundational Planning provides an end‑to‑end, guided workflow for building retirement, education, and spending‑focused plans, with interactive scenario analysis and integrated Monte Carlo insights. It’s an ideal resource to share with advisors to help them understand how they can create plans quickly, collaborate more effectively with clients,…
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…
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