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.
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.
Check out the March eMoney updates, featuring an enhanced login experience, a minimum additional savings solver, and a new, modern client experience.
Explore the February eMoney updates, including Advyzon integration enhancements, our first fee billing integration with AdvicePay, and enhanced CAGR and AROR data on reports.
Discover the latest eMoney updates in January, featuring Riskalyze integration, more top reports in Decision Center, and support for SIMPLE IRA account types.
Client Portal Enhancements: Official Overview Video Featuring Design Uplift and My Advisor Page
Chris Grant from the eMoney Client Experience Product team presents the new Client Portal enhancements. Use this video to share an exciting look into the new design uplift and My Advisor page with your advisors. *If your firm is on a custom version of eMoney and are choosing to opt-out…
Client Portal Enhancements: Official Overview Video Featuring Design Uplift
Chris Grant from the eMoney Client Experience Product team presents the new Client Portal enhancements. Use this video to share an exciting look into the new design uplift with your advisors. *If your firm is on a custom version of eMoney and are choosing to opt-out of the My Advisor…
Client Portal Enhancements: Teaser Video Featuring Design Uplift and New My Advisor Page
The Client Portal you know and trust is getting even better. Soon, the eMoney portal will have a new look, one that’s modern, simple, and delivers a more intuitive experience. Use this video to share an exciting sneak peek into the new design uplift and My Advisor page with your…
Client Portal Enhancements: Teaser Video Featuring Design Uplift
The Client Portal you know and trust is getting even better. Soon, the eMoney portal will have a new look, one that’s modern, simple, and delivers a more intuitive experience. Use this video to share an exciting sneak peek into the new design uplift with your advisors. *If your firm…
Client Portal Enhancements: Coming Soon Email Template – Advisor
As we strive to make our platform more engaging, efficient, and intelligent, we are renewing our focus on the end-client experience. This email introduces design improvements and a new My Advisor page—launching this March. Use this template to ensure your users are prepared for the upcoming enhancements. *If your firm…
Client Portal Enhancements: Email Templates – End-Client
Encourage client readiness for the Client Portal enhancements coming this March. Share these suggested ‘Coming Soon’ and ‘Launched’ email templates with your advisors so they can prepare their clients and get ahead of any questions.
For Home Office Use: Client Portal Enhancements: Communication Overview – Custom Version of eMoney
In anticipation of the Client Portal design enhancements coming this March, our goal is to ensure advisors are adequately prepared ahead of time, and we look to our valued home office partners to help convey the message to all eMoney users. Check out why engagement matters, our communication materials, and…
For Home Office Use: Client Portal Enhancements: Communication Overview – Standard Version of eMoney
In anticipation of the Client Portal design enhancements coming this March, our goal is to ensure advisors are adequately prepared ahead of time, and we look to our valued home office partners to help convey the message to all eMoney users. Check out why engagement matters, our communication materials, and…
Video: October 2023 Product Updates
We’re enhancing 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.
Video: September 2023 Product Updates
Welcome to Multi-View. A new way to create personalized dashboards and visualize the impact of plan changes across multiple reports simultaneously.
Video: August 2023 Product Updates
Learn more about the latest eMoney updates, including the new Customizable Plan Summary Report, TD Ameritrade to Schwab Migration, Enhancing Securities Classification, Expanding Spending Categories, and more.
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