{"id":8636,"date":"2026-02-26T19:54:01","date_gmt":"2026-02-26T19:54:01","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8636"},"modified":"2026-04-01T16:52:24","modified_gmt":"2026-04-01T16:52:24","slug":"february-2026-product-release","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/february-2026-product-release\/","title":{"rendered":"February 2026 Product Update"},"content":{"rendered":"<p>Planning moves quickly\u2014and your advisors\u2019 tools should, too. <strong>This month\u2019s update highlights major progress toward a modern, more streamlined planning platform coming in March<\/strong>, including <strong>CoPlanner<\/strong> for faster, more efficient planning, a reimagined <strong>Foundational Planning<\/strong> experience, <strong>new branding controls<\/strong> for Premium Client Portal users, and several other significant platform updates. Now is an ideal time to share these upcoming releases with your advisors so they\u2019re fully prepared when they go live on March 25.<\/p>\n<div>\n<p><strong>February releases include several key integration updates. Keep your advisors informed about t<\/strong>he new <em>Flourish<\/em> integration enhancement, which helps keep accounts updated automatically, faster tax preparation, with <em>Schwab<\/em> tax documents now delivered directly into the <em>Vault, <\/em>and finally, theMorningstar Integration Sunset happening this month.<\/p>\n<p>Sharing these updates ensures your advisors stay current and ready for what\u2019s coming next.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Planning moves quickly\u2014and your advisors\u2019 tools should, too. This month\u2019s update highlights major progress toward a modern, more streamlined planning platform coming in March, including CoPlanner for faster, more efficient planning, a reimagined Foundational Planning experience, new branding controls for Premium Client Portal users, and several other significant platform updates. Now is an ideal time [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":8646,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[192],"class_list":["post-8636","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-engagement","category-product-updates","tag-product-update"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>February 2026 Product Update - 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=\"February 2026 Product Update - eMoney\" \/>\n<meta property=\"og:description\" content=\"Planning moves quickly\u2014and your advisors\u2019 tools should, too. 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