{"id":8569,"date":"2026-01-27T21:46:49","date_gmt":"2026-01-27T21:46:49","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8569"},"modified":"2026-01-27T21:46:49","modified_gmt":"2026-01-27T21:46:49","slug":"january-2026-product-release","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/","title":{"rendered":"January 2026 Product Release"},"content":{"rendered":"<p>Help advisors move planning conversations toward confident decisions. This month\u2019s update introduces <em>Plan Comparison<\/em>, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new<em> Asset Allocation<\/em> report in <em>Decision Center<\/em> and expanded <em>Asset\u2011Map<\/em> integration that support more efficient, goal\u2011aligned discussions.\u00a0Finally, keep advisors aware of March enhancements, including the new <em>CoPlanner<\/em>, updated <em>Foundational Planning<\/em>, simpler <em>Client Portal <\/em>onboarding, and upcoming <em>adaptive multi\u2011factor authentication<\/em> for stronger security.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Help advisors move planning conversations toward confident decisions. This month\u2019s update introduces Plan Comparison, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new Asset Allocation report in Decision Center and expanded Asset\u2011Map integration that support more efficient, goal\u2011aligned discussions.\u00a0Finally, keep advisors aware of March enhancements, [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":8585,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-8569","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 v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>January 2026 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=\"January 2026 Product Release - eMoney\" \/>\n<meta property=\"og:description\" content=\"Help advisors move planning conversations toward confident decisions. This month\u2019s update introduces Plan Comparison, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new Asset Allocation report in Decision Center and expanded Asset\u2011Map integration that support more efficient, goal\u2011aligned discussions.\u00a0Finally, keep advisors aware of March enhancements, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-27T21:46:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png\" \/>\n\t<meta property=\"og:image:width\" content=\"929\" \/>\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<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/\"},\"author\":{\"name\":\"Kristen Runvik\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/58a1aaca4b8cdb674f6a6748cd901e63\"},\"headline\":\"January 2026 Product Release\",\"datePublished\":\"2026-01-27T21:46:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/\"},\"wordCount\":82,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/January-2026-Product-Update-scaled.png\",\"articleSection\":[\"Engagement\",\"Product Updates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/\",\"name\":\"January 2026 Product Release - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/January-2026-Product-Update-scaled.png\",\"datePublished\":\"2026-01-27T21:46:49+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\\\/january-2026-product-release\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/january-2026-product-release\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/January-2026-Product-Update-scaled.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/January-2026-Product-Update-scaled.png\",\"width\":929,\"height\":2560,\"caption\":\"January 2026 Product Update Email\"},{\"@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":"January 2026 Product Release - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"January 2026 Product Release - eMoney","og_description":"Help advisors move planning conversations toward confident decisions. This month\u2019s update introduces Plan Comparison, allowing advisors to review multiple strategies at once and clearly show how changes impact client outcomes. Share the new Asset Allocation report in Decision Center and expanded Asset\u2011Map integration that support more efficient, goal\u2011aligned discussions.\u00a0Finally, keep advisors aware of March enhancements, [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/","og_site_name":"eMoney","article_published_time":"2026-01-27T21:46:49+00:00","og_image":[{"width":929,"height":2560,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png","type":"image\/png"}],"author":"Kristen Runvik","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Kristen Runvik"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/"},"author":{"name":"Kristen Runvik","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/58a1aaca4b8cdb674f6a6748cd901e63"},"headline":"January 2026 Product Release","datePublished":"2026-01-27T21:46:49+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/"},"wordCount":82,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png","articleSection":["Engagement","Product Updates"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/","name":"January 2026 Product Release - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png","datePublished":"2026-01-27T21:46:49+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\/january-2026-product-release\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/january-2026-product-release\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/January-2026-Product-Update-scaled.png","width":929,"height":2560,"caption":"January 2026 Product Update Email"},{"@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\/8569","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=8569"}],"version-history":[{"count":9,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8569\/revisions"}],"predecessor-version":[{"id":8613,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8569\/revisions\/8613"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/8585"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=8569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=8569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=8569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}