{"id":6165,"date":"2025-07-29T16:58:56","date_gmt":"2025-07-29T16:58:56","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=6165"},"modified":"2025-10-08T18:48:45","modified_gmt":"2025-10-08T18:48:45","slug":"july-2025-product-release","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/july-2025-product-release\/","title":{"rendered":"July 2025 Product Release"},"content":{"rendered":"<p>This month\u2019s 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 With ongoing improvements to data aggregation and the retirement of outdated tools, we\u2019re paving the way for a more modern, connected financial planning journey.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This month\u2019s 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 [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":6175,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-6165","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-engagement","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>July 2025 Product Release - 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=\"July 2025 Product Release - eMoney\" \/>\n<meta property=\"og:description\" content=\"This month\u2019s updates focus on enhancing the advisor-client experience through smarter integrations and a more intuitive Client Portal. 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With ongoing improvements to data aggregation and the retirement of [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/july-2025-product-release\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-29T16:58:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-08T18:48:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/07\/July-2025-Product-Release-scaled.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1251\" \/>\n\t<meta property=\"og:image:height\" content=\"2560\" \/>\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\\\/july-2025-product-release\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"July 2025 Product Release\",\"datePublished\":\"2025-07-29T16:58:56+00:00\",\"dateModified\":\"2025-10-08T18:48:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/\"},\"wordCount\":74,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/July-2025-Product-Release-scaled.png\",\"articleSection\":[\"Engagement\",\"Product Updates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/july-2025-product-release\\\/\",\"name\":\"July 2025 Product Release - 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