{"id":7481,"date":"2025-12-04T15:00:04","date_gmt":"2025-12-04T15:00:04","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=7481"},"modified":"2025-12-04T16:39:03","modified_gmt":"2025-12-04T16:39:03","slug":"december-2025-product-release","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/","title":{"rendered":"December 2025 Product Release"},"content":{"rendered":"<p>Help advisors stay informed and ready to deliver more personalized planning experiences. This month\u2019s product update introduces two new <em>Needs Analysis<\/em> topics, <em>Annuity Income<\/em> and <em>Debt Paydown<\/em>, expanding the suite to seven modules for deeper client conversations. Share enhancements to the <em>Plan Summary<\/em> and <em>Asset Class Summary<\/em> reports that make it easier to organize goals and demonstrate the impact of recommendations. Highlight performance and styling improvements across 16 reports, plus updated and new integrations with <em>FP Alpha<\/em> and <em>Fidelity Bond Beacon<sup>\u00ae<\/sup><\/em> for added flexibility. Finally, keep advisors aware of upcoming changes, including the removal of<em> BlackRock Advisor Center<\/em> and<em> Morningstar Quick Take<\/em>, and the transition to <em>Solver<\/em> in Decision Center starting in January 2026.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Help advisors stay informed and ready to deliver more personalized planning experiences. This month\u2019s product update introduces two new Needs Analysis topics, Annuity Income and Debt Paydown, expanding the suite to seven modules for deeper client conversations. Share enhancements to the Plan Summary and Asset Class Summary reports that make it easier to organize goals [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":7553,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-7481","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>December 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=\"December 2025 Product Release - eMoney\" \/>\n<meta property=\"og:description\" content=\"Help advisors stay informed and ready to deliver more personalized planning experiences. This month\u2019s product update introduces two new Needs Analysis topics, Annuity Income and Debt Paydown, expanding the suite to seven modules for deeper client conversations. Share enhancements to the Plan Summary and Asset Class Summary reports that make it easier to organize goals [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-04T15:00:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-04T16:39:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1330\" \/>\n\t<meta property=\"og:image:height\" content=\"2560\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kristen Runvik\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kristen Runvik\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/\"},\"author\":{\"name\":\"Kristen Runvik\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/58a1aaca4b8cdb674f6a6748cd901e63\"},\"headline\":\"December 2025 Product Release\",\"datePublished\":\"2025-12-04T15:00:04+00:00\",\"dateModified\":\"2025-12-04T16:39:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/\"},\"wordCount\":116,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/December-2025-Product-Release-1-scaled.png\",\"articleSection\":[\"Engagement\",\"Product Updates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/\",\"name\":\"December 2025 Product Release - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/December-2025-Product-Release-1-scaled.png\",\"datePublished\":\"2025-12-04T15:00:04+00:00\",\"dateModified\":\"2025-12-04T16:39:03+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/58a1aaca4b8cdb674f6a6748cd901e63\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/december-2025-product-release\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/December-2025-Product-Release-1-scaled.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/December-2025-Product-Release-1-scaled.png\",\"width\":1330,\"height\":2560},{\"@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\\\/58a1aaca4b8cdb674f6a6748cd901e63\",\"name\":\"Kristen Runvik\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g\",\"caption\":\"Kristen Runvik\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/krunvik\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"December 2025 Product Release - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"December 2025 Product Release - eMoney","og_description":"Help advisors stay informed and ready to deliver more personalized planning experiences. This month\u2019s product update introduces two new Needs Analysis topics, Annuity Income and Debt Paydown, expanding the suite to seven modules for deeper client conversations. Share enhancements to the Plan Summary and Asset Class Summary reports that make it easier to organize goals [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/","og_site_name":"eMoney","article_published_time":"2025-12-04T15:00:04+00:00","article_modified_time":"2025-12-04T16:39:03+00:00","og_image":[{"width":1330,"height":2560,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png","type":"image\/png"}],"author":"Kristen Runvik","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Kristen Runvik","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/"},"author":{"name":"Kristen Runvik","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/58a1aaca4b8cdb674f6a6748cd901e63"},"headline":"December 2025 Product Release","datePublished":"2025-12-04T15:00:04+00:00","dateModified":"2025-12-04T16:39:03+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/"},"wordCount":116,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png","articleSection":["Engagement","Product Updates"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/","name":"December 2025 Product Release - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png","datePublished":"2025-12-04T15:00:04+00:00","dateModified":"2025-12-04T16:39:03+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/58a1aaca4b8cdb674f6a6748cd901e63"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/december-2025-product-release\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2025\/12\/December-2025-Product-Release-1-scaled.png","width":1330,"height":2560},{"@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\/58a1aaca4b8cdb674f6a6748cd901e63","name":"Kristen Runvik","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e8fedb7a4068c56ce6e6336edf59dae1a6b28513597b27faf41f678aba52c368?s=96&d=mm&r=g","caption":"Kristen Runvik"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/krunvik\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7481","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\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=7481"}],"version-history":[{"count":13,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7481\/revisions"}],"predecessor-version":[{"id":7549,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/7481\/revisions\/7549"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/7553"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=7481"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=7481"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=7481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}