eMoney Updates Q4 2025 - eMoney Advisor Blog

This month’s updates highlight our continued commitment to delivering smarter, more streamlined experiences—from supporting meaningful conversations around long-term care, ways to help you save time with manual data entry when uploading life insurance schedule policy data, and supporting even more integrations.

October Updates

Needs Analysis Topic: Long-term Care and the Ability to Share to the Client Portal
Life Insurance Policy Scheduler
Integration Updates: Zocks and YCharts
An Easier Way to Register for Workshops and Live Webinars

Remind me of all recent updates from last quarter!

UPCOMING WEBINAR | Thursday, November 13, from 2:00 – 3:00 p.m. ET
Deliver What Clients Expect: Elevate Financial Planning with the Premium Client Portal
Join this webinar to learn about how you can use eMoney’s Premium Client Portal to elevate your client experience through greater engagement, efficiency, and personalization.

NEW UPDATES ADDED SEPTEMBER 16 | The One Big Beautiful Bill Act (2025 Budget Reconciliation Bill) introduces changes that could impact client strategies. We recommend bookmarking this post, as it will serve as your central hub for tracking how and when these updates go live in eMoney. You can listen to this short podcast episode about how eMoney has responded to the new tax legislation with Senior Financial Planning Consultant, Michelle Riiska (Posted August 12, 2025).

New Needs Analysis Topic: Long-term Care and the Ability to Share to the Client Portal

Releases October 23

Support Meaningful Conversations Around Long-term Care.

Now you can easily show clients how future care needs could affect them financially with the new Long Term Care topic in Needs Analysis. Once the analysis is complete, you can share it to the Client Portal, so clients can revisit the conversation when they’re ready for deeper planning.

This new topic empowers you to:

Evaluate long-term care needs for your client and their spouse
Estimate the total projected cost of a long-term care event
Determine the year assets will run out without long-term care insurance
Identify the additional insurance amount needed to close the coverage gap

Long-term care is a growing concern for aging clients and a major risk to retirement security. With the latest release, you now have simple, clear tools at your fingertips to confidently bring this topic into client conversations.

How to Share a Completed Needs Analysis Module to the Client Portal:

Once the analysis is complete, close the module and return to the topic selection screen.
Next, click the Actions dropdown menu and select Share to Client Portal.
Once shared, your client will be able to access the shared Needs Analysis from their My Plan page at any time.

Please note, the classic version of Needs Analysis will be retired in the fourth quarter of 2026. Ahead of this change, please request a printable presentation for any reports you want to save for your records.

Life Insurance Policy Scheduler

Releases October 23

Reduce time and avoid manual entry errors by uploading life insurance schedule policy data via a .csv file in Advanced Facts when using a Basic Policy Illustration type.

Once uploaded, this data will automatically populate the life insurance schedule, saving up to 30 minutes per policy entry or more!

Where can I find this?

Click into the Schedule tab of the Life Insurance page for a select client, selecting From Basic Policy Illustration schedule type from the drop-down selection. You’ll see a Choose File upload button as seen below:

Important Notes

The uploaded file must be in .csv format (comma-separated values).
Column headers for the five columns within the .csv file must exactly match the name, and column headers should be unique (as seen below).

The “Upload Guide” button will provide you with a user manual page outlining more details and functionality.

Integration Updates: Zocks and YCharts

Releases October 23

In our ongoing effort to expand our integrations and make it as simple as possible to learn more about integrations, Zocks and YCharts tiles and support pages have been added to the Integrations page.

Please note that the functionalities are set up within the integration partner.

More about Zocks and why we chose to integrate:

Zocks is an AI meeting assistant for financial advisors that automates meeting notes, intake forms, client emails, and more. Integrations with Zocks and other AI assistants enable advisors to work more efficiently and better serve their clients.

eMoney users of this integration can…

Sync clients between Zocks and eMoney.
Publish data captured from a Zocks meeting to populate/update Facts and related field-level data in eMoney. Zocks will display existing data from eMoney and compare it to data captured from advisor conversations with clients, and let the advisor pick and choose what data to push to eMoney.
Query eMoney data to utilize in Zocks’ automated meeting prep, ‘Ask Anything’, and Email Reply Agents.

If you’re interested in learning more about how Zocks and eMoney integrate, join their webinar on Wednesday, December 10th at 2:00 p.m. ET!

More about YCharts and why we chose to integrate:

YCharts is an investment research and client engagement platform that helps advisors make data-driven decisions and improve client relationships. It offers intuitive tools for investment analysis, risk profiling, and proposal creation, with AI-powered features and integrations that streamline workflows.

The integration with eMoney was driven by user demand, enhancing the platform’s capabilities in investment data and economic analysis. Advisors can now easily import client holdings from eMoney into YCharts to conduct research, run analytics, and deliver personalized recommendations more efficiently.

eMoney users of this integration can…

Quickly access eMoney data through YCharts to analyze portfolios or build client-ready materials without disrupting their workflow.
Export client portfolios from eMoney into YCharts to build proposals, generate reports, and create compelling visuals, streamlining meeting prep by eliminating manual data gathering.
Bring eMoney portfolios into YCharts to run side-by-side comparisons, analyze holdings in Fundamental Charts and Comp Tables, evaluate asset allocation, and explore performance, risk, and exposure metrics.

An Easier Way to Register for Workshops and Live Webinars

Releases October 1

Save time planning your training calendar by enrolling in upcoming workshops through the new scrolling banner. You can also access featured live webinars quickly using flip cards on the right side of your Learning Center homepage.

Access The Learning Center by clicking Training from the top right-hand side of your navigation bar anywhere within the eMoney experience.

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