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 release focuses on helping your advisors deliver more personalized retirement recommendations while streamlining onboarding and estate planning workflows. The highlighted enhancement, a new Move States technique in CoPlanner, models how relocating to a different state may affect taxes, cash flow, and long-term plan success, giving advisors a powerful…
This month’s release focuses on helping your advisors turn planning work into clear, client-ready guidance while delivering a more modern, consistent client experience. The highlighted enhancement, Smart Presentation Templates, automatically generates a curated set of reports based on the techniques included in a plan, helping advisors spend less time building…
This month’s release focuses on helping your advisors uncover new strategies, deliver clearer insights, and manage the client experience with greater confidence. The highlighted enhancement introduces new techniques in CoPlanner that surface additional opportunities to improve client outcomes, giving advisors more ways to explore strategies and personalize recommendations without adding…
This month’s release focuses on helping your advisors work more efficiently within the tools they use every day, from comparing plans to serving a broader range of client situations. The highlighted content, Where Is Financial Planning Headed Next?, is a short video connecting recent innovations like CoPlanner and reimagined Foundational…
This month’s release builds on the momentum of intelligent, connected planning by giving your advisors more control over how they onboard clients, present insights, and plan with confidence. The highlighted enhancement, Standalone Data Gathering, lets advisors collect client financial data without granting full Client Portal access, creating a more intentional…
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…
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