{"id":5755,"date":"2025-06-09T18:20:10","date_gmt":"2025-06-09T18:20:10","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=5755"},"modified":"2025-06-24T19:57:56","modified_gmt":"2025-06-24T19:57:56","slug":"client-portal-updates-july-2025-end-client-email-template","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/","title":{"rendered":"Client Portal Updates July 2025 &#8211; End-client Email Template"},"content":{"rendered":"<p>This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the <em>Goals<\/em> tab, <em>Explore Mode<\/em>, and <em>Workshops<\/em>, while introducing the enhanced <em>My Plan<\/em> feature. The template is designed to help clients understand the improvements, why they matter, and how they support a more engaging and modern financial planning experience.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help clients understand the improvements, why they matter, and how they support [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":5745,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[487,26],"tags":[],"class_list":["post-5755","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-feature-review-clients","category-product-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Portal Updates July 2025 - End-client Email Template - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Portal Updates July 2025 - End-client Email Template - eMoney\" \/>\n<meta property=\"og:description\" content=\"This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help clients understand the improvements, why they matter, and how they support [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-09T18:20:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-24T19:57:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1921\" \/>\n\t<meta property=\"og:image:height\" content=\"1747\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Client Portal Updates July 2025 &#8211; End-client Email Template\",\"datePublished\":\"2025-06-09T18:20:10+00:00\",\"dateModified\":\"2025-06-24T19:57:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/\"},\"wordCount\":71,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/Client-Portal-Discontinuation-Template.png\",\"articleSection\":[\"Feature Review Clients\",\"Product Updates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/\",\"name\":\"Client Portal Updates July 2025 - End-client Email Template - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/Client-Portal-Discontinuation-Template.png\",\"datePublished\":\"2025-06-09T18:20:10+00:00\",\"dateModified\":\"2025-06-24T19:57:56+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-portal-updates-july-2025-end-client-email-template\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/Client-Portal-Discontinuation-Template.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/Client-Portal-Discontinuation-Template.png\",\"width\":1921,\"height\":1747},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Portal Updates July 2025 - End-client Email Template - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Client Portal Updates July 2025 - End-client Email Template - eMoney","og_description":"This email template provides a clear and customizable message to help advisors communicate upcoming changes to the Client Portal. It outlines the sunsetting of the Goals tab, Explore Mode, and Workshops, while introducing the enhanced My Plan feature. The template is designed to help clients understand the improvements, why they matter, and how they support [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/","og_site_name":"eMoney","article_published_time":"2025-06-09T18:20:10+00:00","article_modified_time":"2025-06-24T19:57:56+00:00","og_image":[{"width":1921,"height":1747,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Client Portal Updates July 2025 &#8211; End-client Email Template","datePublished":"2025-06-09T18:20:10+00:00","dateModified":"2025-06-24T19:57:56+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/"},"wordCount":71,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png","articleSection":["Feature Review Clients","Product Updates"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/","name":"Client Portal Updates July 2025 - End-client Email Template - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png","datePublished":"2025-06-09T18:20:10+00:00","dateModified":"2025-06-24T19:57:56+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-portal-updates-july-2025-end-client-email-template\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/06\/Client-Portal-Discontinuation-Template.png","width":1921,"height":1747},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=5755"}],"version-history":[{"count":10,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5755\/revisions"}],"predecessor-version":[{"id":5845,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/5755\/revisions\/5845"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/5745"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=5755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=5755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=5755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}