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eMoney Advisor Presents Product Roadmap Dedicated to “Always-On Planning” to Kick Off Annual Summit

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Advisors seeking to appeal to midcareer HNW Women better not forget estate planning

April 7, 2026 | Investment News… Read More

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eMoney Advisor Expands Premium Client Portal Branding Capabilities

April 2, 2026 | ThinkAdvisor… Read More

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eMoney Introduces Enhanced Branding Updates to Premium Client Portal

April 2, 2026 | eMoney Advisor announced enhancements to its Premium Client Portal, including expanded branding capabilities that allow firms to more fully customize the client experience across web a… Read More

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New eMoney CoPlanner Feature Helps Advisors Create Financial Plans Faster

March 11, 2026 | Wealth Solutions Report… Read More

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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 m… Read More

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

March 11, 2026 | eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of eMoney CoPlanner, a new feature that … Read More

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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 experiences for … Read More

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How Financial Planners Can Use Modeling Scenarios to Boost Client Confidence

Jan. 12, 2026 | InsuranceNewsNet… Read More

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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 More

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

Jan. 5, 2026 | MarketWatch… Read More

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