eMoney Advisor Recognized in InvestmentNews 2026 5-Star Technology Report

Sept. 16, 2026 - eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been recognized in the InvestmentNews 2026 5-Star Technology report, which highlights the industry’s leading technology solutions supporting wealth management professionals. The annual report celebrates innovation, industry value and the ability to address key challenges faced by financial advisors and investment management professionals.  

The InvestmentNews 2026 5-Star Technology report underscores a growing industry focus on technology that enhances advisor effectiveness, strengthens client relationships and delivers meaningful business outcomes. This year’s findings reveal that advisors increasingly value solutions built on trusted data, seamless workflows and practical innovation over sheer feature volume.  

eMoney was recognized for CoPlanner, a new feature that empowers advisors to deliver high-quality financial planning at scale by reducing the time needed to create comprehensive plans. With the ability to generate a complete, ready-to-review plan in under a minute using up-to-date client data and firm-specific parameters, CoPlanner transforms efficiency and productivity while advisors maintain full control and can refine outcomes as needed. By uniting powerful, structured logic with expert professional judgment, CoPlanner becomes the catalyst for scalable, sustainable growth through explainable intelligence. Since its launch in March, it has become one of the most used features in the eMoney platform. Nearly 15,000 users have adopted CoPlanner, producing more than 165,000 draft plans. 

The recognition reflects the evolving role of technology in wealth management, where advisors are seeking solutions that improve efficiency while supporting personalised client experiences. According to the report, the most successful technologies are those that help professionals deliver better service through trusted, well-governed data and integrated workflows. 

The InvestmentNews 5-Star Technology awards are determined through a rigorous evaluation process that assesses innovation, quality of submission and overall value delivered to the wealth management industry. Technology providers from across the United States are benchmarked against their peers to identify standout solutions making a meaningful impact on advisors and their clients.