eMoney Advisor Wins FinTech Breakthrough Award for My Plan Feature

Radnor, PA – March 19, 2025 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced that its My Plan page on the Client Portal has been selected as winner of the “Wealth Management Innovation Award” in the ninth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today. 

“We’re excited to be recognized with this award for our innovation and commitment to enhancing the advisor-client experience,” said Chad Porche, senior vice president of product management at eMoney. “My Plan is part of a series of enhancements focused on modernizing the user experience and enabling collaborative planning.” 

About My Plan 

The My Plan page is a new tab within the Client Portal that transforms financial planning into an interactive and engaging experience. It provides a more streamlined view of financial plans in the Client Portal and breaks down clients’ financial plans into consumable topics, including Overview, Profile, Income, Balance Sheet, and Retirement, among other goals. Presented in a personalized ribbon at the top of the screen to guide the experience, clients can easily add or edit goals with just a few clicks and instantly visualize the impact of those changes right within the My Plan page, creating a truly personalized planning experience. They can also view the progress of their goals in detail with modernized charts that enhance understanding and effectiveness.  

My Plan precedes additional enhancements on eMoney’s product roadmap that focus on elevating the client experience. Coming March 31, the Premium Client Portal will include exciting new features such as a mobile app, new Explore area, and personalized homepages.   

Learn more about eMoney’s products and solutions here.