eMoney 2016 Product Update Recap

At eMoney Advisor, we believe technology should support financial advisors, not replace them—so we’re always tinkering, improving and upgrading everything we do. That’s why we’ve released over 100 updates to the eMoney software this year!

2016 has been an exciting year for eMoney, with the debut of our new client experience, a brand new Knowledge Base with guided How-To’s, new and enhanced integrations, and updated planning and aggregation features.

See below for a full recap of our biggest feature releases this year. And stay tuned for more on what’s to come in 2017!


A Reimagined Client Experience

Client Website New Look and Feel 

Early this year, we started to release phases of our reimagined client portal, designed to help you make stronger, more powerful relationships with clients.

View full look and feel blog post.

The New Client Organizer

The client website Organizer was updated on May 6th, to provide a more intuitive and personal client experience.

View Full Blog Post, or Client Email Template,  Suggested Social Media Posts,  Client-Facing PDF, or our Post Release FAQ.

Client Site Self-Registration 

Streamline your onboarding process by allowing your clients to register for their own client websites.

We even updated the email your clients recieve to include the name of the Advisor, Planner, or Assistant who initiates the email.  When sent by a Planner or Assistant the client will be invited on “behalf of” the Advisor who owns the client in the system.

View Full Blog Post or View FAQ 

Easy Client Onboarding
Our new digital Onboarding experience is available now! With automated Onboarding, your clients will have an intuitive and streamlined process for setting up their Personal Financial Websites. They can even create their own custom Financial Priorities. Stay tuned for more information.

Full Blog Post

Client Tasking & Next Steps 

Our Client Tasking feature lets you help clients stay focused on meeting their goals—while streamlining your own workflow.

View Full Blog Post or View FAQ

Client Site Document Suggestions

Go beyond the Vault Checklist by creating Vault document suggestions inside the client site Organizer.

View Full Blog Post

Financial Priorities

With custom Financial Priorities for your clients and his/her spouse you & your clients can create, edit, and arrange their priorities both in their onboarding module and the basic fact finder.

View Full Blog Post


New Analytics Products

Advanced Analytics – Advisor Analytics Pro & Office Analytics

Knowledge is power. Now, you can gain never-before-seen insight into your practice and firm with our brand new Advisor Analytics Pro and Office Analytics solutions. Featuring a customizable Analytics dashboard, expansive library of new and interactive data charts, and more, our Advanced Analytics solutions will help you put your data to work and uncover more opportunities.

Advisor Analytics Pro

Designed for Advisor and Support Staff, Advisor Analytics Pro gives you a custom view of your business, offering insights into your clients’ website usage and held away assets, to serve as critical talking points for an upcoming client meeting. Learn more or schedule a demo.

Office Analytics

Office Analytics gives managers firm-wide insights that focus on offices’ and advisors’ health and opportunities. View your firm’s data in a way that’s most relevant to you, and ultimately determine where to focus your efforts with the easily customizable dashboard. Learn more or schedule a demo.

Full Blog Post, Full Advisor Analytics Pro Blog Post, Full Office Analytics Blog Post.


Planning Enhancements

Update to Monte Carlo Definition of Success

We’ve upgraded the way our Monte Carlo simulation determines success, ensuring even more accurate projections.

View Full Blog Post

Support for Health Savings Accounts

Now you have the ability to integrate the HSA account type into your clients’ existing plans and reports.

View Full Blog Post

Liabilities Under Management 
An “Under Our Management” field was added to liabilities in the Fact Finder. This allows you to track and manage your clients debt as closely as their assets and with Advisor Analytics Pro and Office Analytics your have more insight then ever into your managed liabilities.


Holding Sectors Updated

We updated our holding sectors to align one-to-one with Morningstar.

View Full Blog Post


Other Planning Enhancements

  • Every year the eMoney planning team adjusts our Tax Assumptions to keep your financial plans accurate and efficient.
  • A field has been added into the Advanced Fact Finder allowing you to set an index rate for fixed dollar amount contributions to qualified retirement plans.
  • We’ve expanded where the “Available in Year” field is available. We added the field, which exists today in Advanced Planning, to the Fact Finder. This now gives you the ability to define a new item in the Fact Finder, such as an inheritance, that does not actually exist for the client/spouse until a future year.



User Experience Updates

The Knowledge Base & How To’s 

We’re proud to introduce The Knowledge Base and How-To’s, combining the resources of emX University with interactive training and on-screen guidance to help you complete even the most complex tasks in eMoney, quickly and efficiently.

View Full Blog Post

Set Advanced Fact Finder as Default for Advisors & Support Staff

To simplify your advisor experience, we’ve added the ability to set the Advanced Fact Finder as the default facts page.

View Full Blog Post


Improved Connections Search

The search function for connections has been improved to include the ability to search for aliases or common misspellings.

View Full Blog Post 


In-Active Client Site Clean-Up

Clients now have a 30-day window to log into their client website for the first time.

View Full Blog Post or View Client Email Template


Social Security updated to align with Bipartisan Budget Act of 2015

We updated our Social Security Cash Flow model on Tuesday, April 19th, to align with the changes in the law that went into effect on April 30th, 2016.

View Full Blog Post or check out this FAQ created by the eMoney Planning Team


RSA Two-Factor Authentication (For Fidelity integration users)
For those using the Fidelity platform integration, we’ve incorporated RSA two-form factor (RSA 2FA) authentication technology into our existing security measures. RSA Adaptive Authentication is a complete fraud detection platform that uses a dynamic risk and rules-based approach to identify high-risk behaviors and initiate an additional layer of protection. RSA 2FA is coming to non-Fidelity users in 2017.

Full Blog Post



New and Updated Integrations

Fidelity Platforms Integration 
eMoney and Fidelity came together to create the Fidelity Platforms integration offering advisors a truly integrated wealth management platform with access to both Streetscape and Wealth Central brokerage platforms. With the Fidelity Platforms integration, advisors can quickly build their business in eMoney and automatically link the accounts under their management.

Full Blog Post

Riskalyze Integration Updated 

Export accounts from eMoney to Riskalyze quickly and easily.

View Full Blog Post

New PreciseFP Integration

With this integration, users of both systems can easily export client and prospect data from PreciseFP into eMoney. Allowing them to seamlessly send their PreciseFP data into eMoney, saving valuable time and simplifying the data entry process.

View Full Blog Post or Access Webinar Recording


New SEI Integration (available to select SEI users)

Our new integration with SEI has been designed to add efficiencies to your workflow and create a seamless way to navigate between platforms.

View Full Blog Post



 Advisor Branded Media

Interested in learning more about Advisor Branded Media? Click here to see a preview or schedule a demo.

New Advisor Branded Media Video: Personal Portfolio

Use the latest Client Education video, Personal Portfolio, to help your clients understand how the best security to invest in, is their loved ones’ financial education.

View Full Blog Post


New Advisor Branded Media Video: Speed of Access 
This video illustrates how, by giving your clients a view of everything they own from a single, secure portal, they’ll have answers to their important financial questions. And more importantly, they can find answers quickly, allowing them to focus their time on the things that really matter in their lives.

Full Blog Post


New Advisor Branded Media Video: Business Planning

With our new Advisor Branded Media video: Business Planning, you can show your clients how they can ensure their businesses continue to thrive even after they step away

View Full Blog Post


New Video: Healthcare Planning

With the complexity of insurance network coverage and changing health care laws, unexpected medical bills are a growing fear for many of your clients.

View Full Blog Post

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.