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.
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…
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.
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