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eMoney Advisor Delivers Product Vision Focused on ‘Meaningful Solutions for Enhancing Planning Engagement’ During Eighth Annual Summit

Radnor, Pa. – Oct. 26, 2021 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, kicked off the 2021 eMoney Summit with content focused on its theme, Planning with Purpose. eMoney released new research that revealed what end-clients across the wealth spectrum are expecting from their advisors; and Jess Liberi, head of product, delivered a product vision presentation that provided attendees with a glimpse into the eMoney product roadmap.

Titled “Meaningful Solutions for Enhancing Planning Engagement,” Liberi first highlighted key enhancements made by eMoney over the past 12 months, including:

  • Decision Center: To allow for more engaging and collaborative planning experiences, reports were added to the Decision Center showing even more detailed views and expense flows, as well as the new asset spread chart.
  • Monte Carlo: Additional Monte Carlo-based reporting views were introduced to enable advisors to show clients how their plan might play out in a variety of market conditions. This reinforces the resiliency of their plan or might expose opportunities that require further discussion.
  • Longevity Risk and Confidence Age: Released earlier this year, these views help to clarify and ease discussions around both life expectancy and cash flow alignment.

“The underlying theme throughout today’s presentation is that eMoney is committed to helping you do more planning. We’re delivering on this commitment by building solutions that support identifying the most impactful opportunities for your clients, enabling your clients to understand and frame important decisions, and automating key activities throughout the entire planning process,” said Liberi to a virtual audience of nearly 1,000 attendees on Oct. 25.

The eMoney product vision is also directed toward shifting the center of the planning experience into the Decision Center, a keystone of the current planning platform. Forthcoming enhancements will give advisors the ability to make changes and adjustments directly to their plans more quickly and intuitively without ever having to leave the Decision Center experience. Key updates include:

  • What-if capabilities will make it easier than ever to assess the impact that challenging or unplanned-for conditions may have on financial plans.
  • End-clients will be able to actively participate in the planning process themselves by understanding and testing the impact of a variety of changes on their plans directly on their client sites.
  • Insights on the potential plan changes will be provided directly to the advisor to facilitate consistent engagement and communication and continuously keep them at the center of the planning process.
  • Monte Carlo solvers will allow users to indicate a desired confidence level, or success rate, and in return, understand exactly what is needed to achieve it.
  • Progress to Goals experience will be built out to help advisors engage clients on their personal planning progress and journey, allowing them to understand the impact of specific actions over time and better demonstrate their value to the client relationship.

Additional product vision items include:

  • Account Aggregation: A continued effort to make connections more stable, secure, and reliable, and add more connection sources based on feedback from advisors and end-clients.
  • Collaborate: Currently in beta, this new financial planning service assists with creating, designing, and modeling plans so that advisors can deliver the level of advice their clients need, without the burden of constructing plans themselves.
  • Bamboo: In early 2022, the established marketing technology tool from eMoney will be available with or without an eMoney planning license with enhanced features such as CRM integrations to streamline workflows and additional email scheduling capabilities.
  • Incentive: Upcoming releases for the financial planning and wellness mobile application will include money movement functionality and deeper integration into the overall planning experience.

“To enable you to deliver planning to more people, you need solutions to serve any client, regardless of their age, asset values, life stage, financial needs, or even their desired engagement model,” said Liberi.  “And these solutions need to empower you to effectively scale planning across your client base, so that you can provide more plans to more people and improve their financial lives.”

The 2021 eMoney Summit is being hosted virtually through Oct. 27 and is sponsored by Fidelity Investments, Charles Schwab, Wealthbox, Redtail, Orion, Allianz, Jackson National, and Black Diamond Wealth Platform.  To view the Summit agenda, please visit

To learn more about Bamboo or request a demo, visit To learn more about Incentive or request a demo, visit

About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 80,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4.5 million households throughout the U.S. For more information, please visit: 

Media Contacts:

Joanna Armandi
eMoney Advisor
(215) 990-1469


Nicholas Koulermos
5W Public Relations
(646) 843-1812

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