{"id":6560,"date":"2025-09-24T19:43:40","date_gmt":"2025-09-24T19:43:40","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=6560"},"modified":"2025-10-08T18:31:35","modified_gmt":"2025-10-08T18:31:35","slug":"september-2025-product-release","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/september-2025-product-release\/","title":{"rendered":"September 2025 Product Release"},"content":{"rendered":"<p>This month\u2019s updates focus on deepening client engagement and streamlining the planning experience. You can now share Needs Analysis directly to the Client Portal, giving clients secure, real-time access to personalized insights. A redesigned onboarding workflow, improvements to restricted stock entry, and timely updates for the One Big Beautiful Bill Act help keep your tools efficient and up to date. New features in the Premium Client Portal also encourage clients to explore their plans more proactively.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This month\u2019s updates focus on deepening client engagement and streamlining the planning experience. You can now share Needs Analysis directly to the Client Portal, giving clients secure, real-time access to personalized insights. A redesigned onboarding workflow, improvements to restricted stock entry, and timely updates for the One Big Beautiful Bill Act help keep your tools [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":6565,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-6560","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>September 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=\"September 2025 Product Release - eMoney\" \/>\n<meta property=\"og:description\" content=\"This month\u2019s updates focus on deepening client engagement and streamlining the planning experience. 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