eMoney Updates Q1 2026 - eMoney Advisor Blog

This month’s updates help you move planning conversations from analysis to confident decisions. With the new Plan Comparison, you can review multiple strategies at once and quickly see how changes impact outcomes. We’ve also added a new Asset Allocation report in Decision Center and expanded our Asset‑Map integration. Plus, get an early look at March enhancements—the new CoPlanner, reimagined Foundational Planning, simpler Client Portal onboarding and settings management, and upcoming adaptive multi-factor authentication for stronger security.

January Updates

Remind me of all recent updates from last quarter!

New Plan Comparison: Faster, Clearer Decisions

Releases January 28

Plan Comparison builds on the existing Goal Planner experience to enable deeper, more meaningful plan comparisons in a faster, more intuitive way. See richer information in a single, streamlined view, edit key data, and evaluate multiple options side by side. Clearly surface trade‑offs and outcomes, collaborate with clients in real time, and align on the right path forward—without slowing the planning conversation.

See Plan Comparison in Action

Watch this video walkthrough to see how the new Plan Comparison experience helps you compare plans faster, collaborate more easily, and guide confident client decisions.

With the new Plan Comparison, you can:

Access directly from within Decision Center: No need to back out of the workflow. Instead, make changes on the fly with a new dropdown, with no need to switch screens.
Compare plans side by side: Easily build and evaluate multiple strategies and assess trade-offs in one streamlined view.
Focus on client goals: Illustrate goal funding with inline charts and adjust funding and contributions directly in the workflow.
Visualize probability of success: Highlight meaningful differences between plans using clear, updated Monte Carlo probabilities that are easy for clients to understand.
See retirement impacts in real time: See impacts instantly when editing key inputs like Social Security, retirement age, and income.

Start using Plan Comparison today to save time, strengthen collaboration, and help clients move forward with confidence.

Important Note: Don’t worry, you’ll continue to have access to the classic Goal Planner plan comparison experience via the right-hand toggle through December 2026.

Asset Allocation Report in Decision Center

Releases January 28

To ensure a comprehensive, interactive planning experience as part of our ongoing goal of creating a more centralized planning hub in Decision Center, we’ve expanded the report library to include Asset Allocation.

What’s New

Now available under the Investments report family in Decision Center, you can access three familiar views—High-level, Details, and Composite—all within the interactive Decision Center experience.
Use the Add Comparison mode to easily compare Model Portfolios, Asset Types, or Accounts side by side in Decision Center.
Select from options to Group Assets or View All Asset Classes in Detailed and Composite views.

We hope this new report helps to streamline your workflows by reducing the need to switch between tools within eMoney, while supporting more collaborative, real-time planning conversations with your clients.

Keep an eye out for more reports coming to Decision Center in 2026!

Integration Update: Asset-Map Support Page & SSO

Releases January 28

In our ongoing effort to expand our integrations and make it as simple as possible to learn more about them, the Asset-Map integration now has a new support page along with a button to “Turn On” the integration directly.

More About Asset-Map and Why We Chose to Integrate

This integration streamlines advisor workflows by connecting eMoney’s robust financial planning capabilities with Asset-Map’s visual planning capabilities.

We chose to integrate with Asset-Map in direct response to strong customer demand and interest from large enterprise clients.

Integration Features for Asset-Map and eMoney Users

Export household members, entities, and financials directly from eMoney into Asset-Map
Create clear, simple Asset-Map Reports^TM using eMoney data for client-ready deliverables
Send the Asset-Map report to the eMoney Vault for seamless client-sharing and recordkeeping

New Adaptive Multi-factor Authentication

Coming Early March

As part of our commitment to delivering best-in-class digital experiences, eMoney is modernizing our platform and strengthening our security program in collaboration with Okta, a trusted partner and industry leader in identity management.

To further strengthen protection, eMoney is enabling Okta Adaptive Multi-factor Authentication for all users who login directly, adding an additional layer of security that safeguards confidentiality, integrity, and availability of client information while providing seamless, user-friendly access.

What’s Coming

Minor Design Updates: Users signing in with a username and password may notice some subtle changes, including new multi-factor authentication (MFA) requirements and slight design updates. Users who single sign-on (SSO) into eMoney will not experience anything different, as they bypass the login screen.
Initial 2nd Factor Prompt: Regardless of the Adaptive MFA level, all users who login directly will be prompted to reauthenticate themselves via this updated flow and provide a 2nd factor at login initially. This may look like being prompted to enter in a unique code emailed from Okta after entering in your password. Once signed in, you most likely won’t be prompted again.
Phone Number Request: You may be prompted to provide a phone number as a 2nd factor login method.
Improved Risk Mitigation: If you’re signing in from an unrecognized location, you may be prompted to provide a 2nd factor when logging in.
Retiring RSA One-time Access Code: Due to low use and our move towards enhanced security standards,we are retiring the ability for users to log in using a one-time access code in the event a text message or phone call verification wasn’t successful.

Note: If you and your clients directly sign into eMoney, you may see a login message over the coming weeks about this.

Protecting your and your clients’ data remains our top priority. For any questions, feel free contact us at 888-362-8482 or email customerservice@emoneyadvisor.com.

CoPlanner: A Smarter Way to Plan

Coming March 25

Imagine a tool that simplifies planning by automatically assessing all client data and presenting actionable strategies in real time. With eMoney CoPlanner, coming March 25, you can build plans faster while remaining fully in control, so you can spend less time modeling and more time advising. Check out how it’ll work below!

We look forward to sharing more details about CoPlanner next month!

Foundational Planning, Reimagined

Coming March 25

Holistic goals-based financial planning is getting much easier. Work in one streamlined experience that will save time, improve consistency, and help deliver plans more efficiently with our newly reimagined Foundational Planning.

Take a look at few screenshots of the new Foundational Planning experience!

Key New Features:

Consolidated end-to-end planning workflow, from data gathering through plan presentation
New Foundational Planning reports focused on retirement, education, and spending goals
CoPlanner, designed to evolve how financial advisors create and deliver financial plans in eMoney
Interactive side-by-side scenario planning, including Monte Carlo

Foundational Planning is currently available for those with the eMoney Plus and Premier packages. We look forward to sharing more information about the enhanced Foundational Planning soon!

Gather Client Data Without Enabling the Portal

Coming March 25

⚐ HIGHLY REQUESTED FEATURE

Run onboarding your way by gathering client data first and introducing the Client Portal later, when (or if!) it fits your workflow and client relationships. Standalone Data Gathering arrives March 25.

What’s Coming:

Gather client data without enabling the Client Portal
Ideal for onboarding workflows where you want data first, portal access later (if at all—it’s your choice)
Support evolving client relationships and engagement models as your practice grows

New Client Experience Options:

Onboarding Only
Client Portal Only
Client Portal + Onboarding

Client Portal access can be enabled later, allowing you to grow efficiently without forcing a one-size-fits-all client experience. That means less operational friction and more time focused on meaningful client conversations.

Manage Client Portal Settings at Scale

Coming March 25

Spend less time managing settings and more time delivering a consistent, high‑quality client experience. With the Client Portal settings enhancements coming on March 25, you can easily manage settings from one centralized location, ensuring faster, easier, and more consistent configuration. This builds on existing options to manage settings client‑by‑client, for all clients, or as a default via the Globe icon in client settings.

What’s Coming:

New Client Portal menu item in the top navigation bar
Centralized controls to activate and manage portal features
Apply settings globally in addition to configuring clients individually
Firm‑level controls to restrict which portal settings advisors can configure
Reduce manual effort while maintaining a consistent client experience

These enhancements make it easier to scale Client Portal management without sacrificing flexibility. Whether you’re standardizing settings firm‑wide or tailoring experiences for individual clients, centralized controls help ensure efficiency, consistency, and confidence as your client base grows.

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