{"id":9121,"date":"2026-03-31T15:38:36","date_gmt":"2026-03-31T15:38:36","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=9121"},"modified":"2026-03-31T15:39:18","modified_gmt":"2026-03-31T15:39:18","slug":"video-coplanner-build-plans-faster-and-deliver-more-value","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/video-coplanner-build-plans-faster-and-deliver-more-value\/","title":{"rendered":"Video: CoPlanner – Build Plans Faster and Deliver More Value"},"content":{"rendered":"

Josh Belfiore, Director of Product Management Advisor Experience, introduces CoPlanner, a new intelligent planning feature that revolutionizes how financial advisors build client plans. In this short walkthrough video, see how CoPlanner works and how it fits into your advisors’ existing planning process.<\/p>\n","protected":false},"excerpt":{"rendered":"

Josh Belfiore, Director of Product Management Advisor Experience, introduces CoPlanner, a new intelligent planning feature that revolutionizes how financial advisors build client plans. In this short walkthrough video, see how CoPlanner works and how it fits into your advisors’ existing planning process.<\/p>\n","protected":false},"author":16,"featured_media":9126,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-9121","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-engagement","category-product-updates"],"acf":[],"yoast_head":"\nVideo: CoPlanner - Build Plans Faster and Deliver More Value - 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=\"Video: CoPlanner - Build Plans Faster and Deliver More Value - eMoney\" \/>\n<meta property=\"og:description\" content=\"Josh Belfiore, Director of Product Management Advisor Experience, introduces CoPlanner, a new intelligent planning feature that revolutionizes how financial advisors build client plans. 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