eMoney continues to evolve—becoming more intelligent, connected, and aligned with the dynamic needs of financial professionals and their clients. This month’s updates further that vision by strengthening advisor-client collaboration, reducing friction in key workflows, and introducing tools that support deeper planning conversations.
Released April 22
Deliver personalized solutions in minutes with the new version of our most-used classic Needs Analysis topic—Life Insurance Gap Analysis.
Personalized, Actionable Results
At the end of the workflow, you’ll see a clear summary of the client’s coverage shortfall, along with options for addressing it—making it easy to determine the next steps and present impactful solutions.
Explore the New Needs Analysis
Enhance your topical planning experience with Needs Analysis featuring:
Start using Needs Analysis with prospects and new clients today to spark interest in financial planning conversations!
A Look Back at Q1 2025
As the leader of aggregation tools in the market, we are committed to helping you unlock opportunities to grow your business by providing you a holistic view of your clients’ data to enhance personalized financial planning. We kicked off 2025 with a continued focus on delivering stable, secure, and seamless data aggregation experiences—helping you stay connected so you can focus on what matters most: your clients.
Recent Additions:
In Q1, we added 95 new sources, including top-requested institutions like:
We also upgraded 30 existing connections to improve performance and reliability, including:
Recent Product Updates:
In February, our top-notch customer service team made it even easier and more efficient to get help, so you can get back to what you do best, we introduced the Connections Support Assistant—an automated response tool built to help reduce the time needed to resolve connection interruptions. It’s now a step in the existing Report a Problem workflow. Read the full release notes ›
In 2024, we aggregated over 40 million accounts—90% via API or bulk file—and introduced key updates to make data aggregation smarter and more seamless. From easier connection discovery and client transfers to 300+ new high-value connections and a new standalone offering, we’ve laid the groundwork for even more innovation ahead.
Due to the Stop Student Debt Relief Scams Act (STOP Act), financial data for federal student loans can no longer be accessed by third parties. To comply with this regulation, eMoney will discontinue access to federal student loan financial data effective Friday, April 18, 2025.
All data previously aggregated or manually added to the system will remain, but it will no longer be updated automatically. You and your clients can continue to manually input the details of federal student loan accounts to ensure data from these sources is included in your clients’ full financial picture.
Note: This change only impacts federal student loan providers—private student loans are not affected.
We remain committed to delivering compliant, secure, and reliable data aggregation experiences that help you stay connected to what matters most.
Released April 22
The Schwab integration unlocks faster, more efficient document sharing by enabling seamless access to Schwab statements directly within the Client Vault. This enhancement streamlines your workflow by eliminating the need for manual downloads and uploads to share these documents in eMoney.
Enhancements:
Now that the Schwab Vault feature is accessible, please take a moment to enable the Schwab integration and link your clients if you haven’t yet by following the steps below.
How It Works:
Now that the feature is live, linked clients can see a notification banner prompting them to log in to Schwab and enable document sharing. Informing your clients about this coming enhancement is a great way to instill continued confidence that you have their best interests in mind!
Get ready to simplify your workflow and deliver an even better client experience with the enhanced Schwab integration and Vault features.
Released April 22
As we work hard to improve the experience of Client Portal users, a few remaining pages have been visually enhanced to align with last year’s modernization of the Portal’s design. These enhancements are purely aesthetic with no functional changes.
Newly Updated Client Portal Pages:
Feel confident in engaging your clients with a consistent, modern digital experience that fosters trust and helps your business grow.
Released April 10
Estate Flow Chart and Detailed Estate Flow Chart reports are updated with improved aesthetics and readability—consistent with our other enhanced reports.
These enhancements are part of our ongoing commitment to modernizing existing reports and presentations within eMoney to provide a clean, updated experience.
Where are these updates visible?
These enhancements are visible in the online and printed presentations within Plans and Reports.