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eMoney Advisor Advances Digital Plan Delivery with Launch of Presentation View in Decision Center

New feature allows advisors to create, present, and share financial plans all in one unified experience

Radnor, PA – June 18, 2025 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of Presentation View in the Decision Center. This new feature will streamline how financial plans are delivered in eMoney, offering consistent, interactive experiences for both advisors and end-clients.

With the launch of My Plan in 2024, eMoney modernized how end-clients could view their financial plans. Presentation View builds on that commitment and marks the next step in digital plan delivery. Presentation View enables advisors to create, present and share financial plans directly from Decision Center to the My Plan page in the Client Portal seamlessly. Key benefits include the following:

  • Seamless one-click sharing to the Client Portal. Advisors can move from real-time collaborative planning in Decision Center to the Client Portal with a single click, ensuring continuity and ongoing engagement.
  • Consistent experience across advisor and client views. A unified ribbon interface across advisor and client views ensures a familiar, easy-to-navigate experience.
  • Personalized presentations for each client. Advisors can build custom presentations with flexible templates tailored to client goals and life stages.
  • Increased workflow efficiency. Advisors can streamline their workflow from planning discussions to client sharing, cutting down on manual steps and saving valuable time.

“With Presentation View, we’re transforming the way financial plans are delivered in eMoney, using a modern, interactive plan sharing experience,” said Chad Porche, senior vice president of product management at eMoney. “Advisors can now create and share personalized presentations directly to the Client Portal, delivering a seamless and consistent experience that meets client expectations and deepens collaboration.”

There are currently 20 different reports in Decision Center that can be shared through Presentation View. This feature is available now to all users of both the standard and Premium Client Portal. To learn more about Presentation View, watch this video.

eMoney is celebrating 25 years of financial planning innovation. To learn more about this milestone, click here.

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About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.

Media Contacts:
Joanna Armandi
eMoney Advisor
(215) 990-1469
jarmandi@emoneyadvisor.com

Nicholas Koulermos
5W Public Relations
(646) 843-1812
nkoulermos@5wpr.com

 

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