Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, November 19, 2025
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
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 how their feedback drives innovation. Plus, let them know that smarter, faster chat support launches today to make routine tasks easier, and that we’re preparing for early 2026 with adaptive multi-factor authentication for even stronger security. Highlight our recent aggregation achievements that earned eMoney a Wealthie award, and encourage advisors to tune into our year-end planning podcast for timely tips. Finally, make sure they’re aware that the BlackRock Advisor Center integration will be removed on December 1.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.