{"id":9171,"date":"2026-04-01T18:43:36","date_gmt":"2026-04-01T18:43:36","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=9171"},"modified":"2026-04-01T18:43:36","modified_gmt":"2026-04-01T18:43:36","slug":"march-2026-product-update","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/march-2026-product-update\/","title":{"rendered":"March 2026 Product Update"},"content":{"rendered":"<p>Planning continues to evolve\u2014and your advisors\u2019 tools are getting smarter, faster, and more connected. This month\u2019s release introduces several high-impact features designed to save time, improve consistency, and elevate the advisor and client experience across the platform. Key updates include the launch of <em>CoPlanner<\/em>, which instantly analyzes client data and surfaces personalized, actionable strategies, as well as the reimagined <em>Foundational Planning<\/em> experience, offering a more streamlined, unified workflow for building holistic plans.<\/p>\n<p>We\u2019re also introducing the new <em>Client Portal<\/em> settings page, giving firms the ability to update portal themes and manage client\u2011facing logos from one central location, helping teams create a more consistent, client\u2011ready experience with less effort.<\/p>\n<p>These updates reflect meaningful progress toward a more intelligent, efficient, and connected planning platform, helping advisors save time, deliver deeper insights, and scale their planning processes with confidence.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planning continues to evolve\u2014and your advisors\u2019 tools are getting smarter, faster, and more connected. This month\u2019s release introduces several high-impact features designed to save time, improve consistency, and elevate the advisor and client experience across the platform. Key updates include the launch of CoPlanner, which instantly analyzes client data and surfaces personalized, actionable strategies, as [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":9181,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-9171","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>March 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=\"March 2026 Product Update - eMoney\" \/>\n<meta property=\"og:description\" content=\"Planning continues to evolve\u2014and your advisors\u2019 tools are getting smarter, faster, and more connected. 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