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: Foundational Planning – Bring More Planning to More People
This slick highlights how Foundational Planning helps advisors deliver personalized, goal based plans quickly and consistently across a broader client base. It shows how a streamlined, guided workflow makes it possible to scale planning beyond top tier clients without adding complexity or strain on resources. Use this resource to support…
Advisor Email: Meet CoPlanner: A Faster Way to Build Financial Plans
This email introduces CoPlanner to advisors, focusing on how it leverages current client data to generate actionable planning strategies and where advisors can find it within the platform. Share this email with your audience to deliver clear, consistent positioning at scale while helping advisors quickly understand how CoPlanner fits into…
Advisor Email: Take a Deeper Dive into CoPlanner
This advisor-facing email serves as a follow-up to the initial CoPlanner introduction, directing advisors who want deeper context to a podcast conversation and an upcoming live webinar. These resources provide a closer look at how CoPlanner identifies planning opportunities and fits into real-world advisor workflows. Share this follow-up to sustain…
Planning continues to evolve—and your advisors’ tools are getting smarter, faster, and more connected. This month’s release introduces several high-impact features designed to save time, improve consistency, and elevate the advisor and client experience across the platform. Key updates include the launch of CoPlanner, which instantly analyzes client data and…
CoPlanner: Keeping Planning Personalized
In this episode, Josh Belfiore, Director of Product Management for Advisor Experience at eMoney, walks through how CoPlanner supports more efficient, personalized planning conversations while improving client discovery and data quality. Share this with your advisors to help reinforce consistent planning best practices and show how they can deepen client…
Video: CoPlanner – Build Plans Faster and Deliver More Value
Josh Belfiore, Director of Product Management Advisor Experience, introduces CoPlanner, a new intelligent planning feature that revolutionizes how financial advisors build client plans. In this short walkthrough video, see how CoPlanner works and how it fits into your advisors’ existing planning process.
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,…
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