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News | Media Coverage

New eMoney CoPlanner Feature Helps Advisors Create Financial Plans Faster

March 11, 2026 | Wealth Solutions Report… Read Moreblue arrow pointing right

News | Awards

Premium Client Portal Wins 2026 FinTech Breakthrough Award

March 19, 2026 – eMoney has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards for its Premium Client Portal, recognizing its role in helping advisors deliver a… Read Moreblue arrow pointing right

News | Press Release

eMoney Launches CoPlanner: A Groundbreaking Solution that Helps Advisors Build High-Quality Financial Plans in Seconds

CoPlanner analyzes complete client data to generate tailored planning actions while preserving advisor control and transparency RADNOR, Pa., March 11, 2026 — eMoney Advisor (eMoney), a leading … Read Moreblue arrow pointing right

News | Awards

eMoney Wins 8 Stevie® Awards, Reinforcing Its Commitment to Client Success

March 6, 2026 – eMoney has been named a winner in the 2026 Stevie® Awards for Sales & Customer Service, earning eight awards that recognize the people and teams who power exceptional experience… Read Moreblue arrow pointing right

News | Media Coverage

How Financial Planners Can Use Modeling Scenarios to Boost Client Confidence

Jan. 12, 2026 | InsuranceNewsNet… Read Moreblue arrow pointing right

News | Media Coverage

Women Of The C-Suite: Susan McKenna of eMoney Advisor on the Five Things You Need To Succeed as a Senior Executive

Jan. 7, 2025 | Authority Magazine… Read Moreblue arrow pointing right

News | Media Coverage

5 Types of People Who Might Need a Financial Adviser in 2026 — and Those Who Don’t

Jan. 5, 2026 | MarketWatch… Read Moreblue arrow pointing right

News | Media Coverage

Will Social Security Cuts and Inflation Shrink Your Retirement Benefits? 4 Factors To Consider

Dec. 27, 2025 | GOBankingRates.com… Read Moreblue arrow pointing right

News | Media Coverage

Major Changes to Your 401(k) Plan Could Be Coming in 2026: What To Know

Dec. 20, 2025 | Newsweek… Read Moreblue arrow pointing right

News | Awards

eMoney Advisor Wins ThinkAdvisor 2025 Luminaries Award for Thought Leadership and Education

Dec. 12, 2025 | eMoney has been named a winner in the ThinkAdvisor 2025 Luminaries Awards in the Thought Leadership and Education category for The New Advisor Value Proposition Campaign… Read Moreblue arrow pointing right
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