March Updates
February Updates
January Updates
Remind me of all recent updates from last quarter!
Releases March 25
Imagine a tool that simplifies planning by automatically assessing client data and presenting actionable strategies in real time. With eMoney CoPlanner, you’ll spend less time building plans and more time engaging clients, strengthening relationships, and focusing on growth.
CoPlanner marks a major milestone in our mission to increase advisor efficiency by making planning easier and faster.
Preview CoPlanner in the short demo below!
As shown above, CoPlanner will be accessible within Decision Center and Foundational Planning.
How It Works
This streamlined workflow helps you move from data to decisions faster—reducing manual steps and giving you more time for meaningful conversations.
Why It Matters
Keep an Eye Out…
To help you and your firm gain confidence in adopting this new feature into your planning workflows, keep an eye out for some upcoming learning opportunities (more details to follow):
Releases March 25
Building a client‑ready plan shouldn’t require jumping between workflows or recreating data. Our newly reimagined Foundational Planning brings everything together to make goals-based planning faster and more efficient.
In our ongoing effort to help you bring planning to more people in less time, holistic goals‑based financial planning is getting much easier. With one streamlined experience, you’ll save time, improve consistency, and deliver plans more efficiently.
This update is also an important step toward our broader vision of a modern, connected planning platform—one that supports goals‑based conversations across all engagement models and turns planning data into a reliable, actionable foundation for advice.
What’s New:
Take a look at a few screenshots of the new Foundational Planning experience!
Why It Matters:
Firms that do more planning grow more, earn more revenue, and their clients are more satisfied. These enhancements mark a major step toward improving goal-based, focused conversations to drive time savings, efficiency, and support scalable planning. Foundational Planning is currently available for those with the eMoney Plus and Premier packages.
Releases March 5
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
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.
Releases March 25
⚐ HIGHLY REQUESTED FEATURE
Coming in March, users of the Premium Client Portal will gain access to two highly requested enhancements designed to deliver a more personalized and cohesive client experience:
Customizing your Client Portal allows you to:
Customize these Client Portal features for a look and feel that reflects your brand:
More About Mobile Icon Customization
The stand-out feature of this release is the ability to replace the eMoney logo app to your own logo after a client’s first login, putting your brand directly in your client’s hands.
These modernized Client Portal enhancements give your clients a clearer, more connected experience, further elevating the value you get with the Premium Client Portal.
Curious about Premium Client Portal for your business? Explore Premium Client Portal to learn how you can deliver a more personalized, branded experience and strengthen client relationships.
Releases 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:
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.
Releases February 25
When new accounts open, manually adding and linking them in eMoney can slow down your workflow and lead to gaps in planning data. Enhancements to the Flourish integration automatically add and link Flourish accounts to eMoney Facts, reducing manual work and keeping client information up to date with minimal effort.
Why it matters
What’s new
How it works
Use this when…
You want to ensure client accounts stay up to date automatically—especially for onboarding, recurring planning updates, or keeping plans accurate across engagement models.
Releases February 25
During tax season, advisors often spend too much time tracking down client documents. Accelerate your tax-season workflow by automatically consolidating key forms in one centralized location—no extra steps needed from you or your clients. Now, your clients can instantly access their Schwab tax documents in the Vault as soon as they’re available, alongside their statements.
This enhancement supports our vision of a modern, connected planning platform where reliable data flows automatically across your tech stack, so you can focus more time on planning conversations.
Why it matters
What’s new
Schwab tax forms now sync directly into both the Client Portal Vault and the Advisor Vault, just like Schwab statements.
How it works
If a client already has the Schwab integration enabled, no action is needed. Tax documents will appear automatically when Schwab publishes them.
Use it when…
A client asks, “Do you already have my tax forms?” You can then confirm they’re already in the Vault.
Get started
Enable the Schwab integration for your clients in five minutes or less.
Releases February 28
The Morningstar Office integration will be retired on February 28 and will be removed from the Integrations page. This is due to Morningstar’s decision to discontinue the Morningstar Office platform. Moving forward, users with the Morningstar Advisor Workstation integration enabled can continue accessing similar functionality through that integration.
Coming April 29
⚐ 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 April 29.
What’s Coming:
New Client Experience Options:
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.
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.
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:
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.
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
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!
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