How We Build a Roadmap

One of the most common questions we hear from advisors is: “How do you decide what to build next?”

In this short video, Chad Porche, SVP of Product Management at eMoney, shares how we build our product roadmap—and more importantly—why it’s designed with your success in mind.

Your Experience Drives Our Vision

Every feature we build starts with a clear purpose: to make your planning experience more powerful, more intuitive, and more connected. Our long-term product vision is grounded in three key goals that directly support your work:

1. Scalable, intelligent planning for every client engagement, whether advisor-led, client-led, or hybrid.
2. Seamless collaboration through a modern, intuitive client portal that strengthens relationships.
3. Actionable insights from planning data via open integrations, advanced analytics, and business intelligence.

Because our technology is built entirely in-house, every enhancement reflects our commitment to delivering meaningful differentiation, providing tools that help you stand out and serve clients better.

How We Build with You in Mind

Here’s how we turn vision into action, always with your needs at the center:

1. We start with your feedback. From user insights and support logs to market research and product metrics, we gather data that reflects your challenges and opportunities.
2. We identify what matters most. Our team synthesizes this input into prioritized themes and problem statements, which we call “workstreams”, aligned with both short- and long-term business goals.
3. We collaborate to find solutions. Through workshops and cross-functional planning, we explore the best ways to solve these problems, taking into consideration development capacity and resources. This helps us build a tactical roadmap that’s also realistic.
4. We build a flexible roadmap. Workstreams are translated into quarterly plans, allowing us to adapt as customer needs and markets evolve over the year.

The result is a living, breathing roadmap that’s not a static list of features: It’s a strategic guide designed to help you grow your business and deepen client relationships while giving our teams flexibility to adjust as we learn throughout the year.

Keep an eye on your inbox. We’ve got a little holiday gift coming your way that offers a closer look at what’s ahead in our roadmap for the coming year.