Communications Resource Center
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Communication support for your advisor base. Learn more
Date Sent: Tuesday, July 29, 2025
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s updates focus on enhancing the advisor-client experience through smarter integrations and a more intuitive Client Portal. From streamlined account-linking in the Accounts page to new partnerships with Jump AI and Black Diamond, each enhancement is designed to simplify workflows and deepen client engagement. With ongoing improvements to data aggregation and the retirement of outdated tools, we’re paving the way for a more modern, connected financial planning journey.
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