Coming in May
April Updates
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Releases April 29
⚐ HIGHLY REQUESTED FEATURE
Run onboarding your way by collecting the financial data you need first, without giving clients access to the full Client Portal before it fits your relationship or workflow. By introducing a natural pause between data collection and plan delivery, you have time to review, validate, and build recommendations before clients see results, supporting a more intentional, confidence‑driven planning experience.
This update reflects our vision to help advisors create more space to build meaningful client relationships, reduce manual work, and serve more clients in less time.
Why This Matters to You
What’s New
You can now gather financial data without immediately granting Client Portal access, creating a more flexible onboarding experience that fits your workflow and client relationships.
How It Works
Use This When…
You want to gather financial data without immediately exposing clients to plan results, such as during an initial planning engagement. It also fits naturally into ongoing workflows like annual reviews, where clients can update information while you maintain control over timing, review, and plan delivery.
Put This Feature Into Action!
For your next new planning client, select Onboarding Only to gather data without portal access, then enable the Client Portal once recommendations are ready to share.
Releases April 29
When onboarding multiple clients, manual client creation can slow down workflows and delay meaningful planning work. Even small setup tasks add up at scale. Bulk Client Upload removes that friction by allowing advisors to create multiple client profiles at once, streamlining the process for both new and existing practices.
This update supports our mission to make day‑to‑day work more efficient and less time‑consuming by streamlining onboarding so you can grow your business without added operational overhead.
Why This Matters to You
What’s New
Instead of adding clients one by one, you can now upload a CSV file with up to 1,000 clients, then review and approve them before they’re added to your client list.
How It Works
Use This When…
You’re adding a group of new clients, whether you’re a new firm getting started or growing an existing practice, so you can build client profiles all at once instead of entering each client manually.
Put This Feature into Action!
The next time you add clients, choose Import from CSV to streamline onboarding and get your firm up and running faster.
Releases April 29
When you’re helping clients evaluate guaranteed income, small differences in assumptions can have a meaningful impact on how a strategy plays out over the course of their retirement. That’s why you need annuitization projections that mirror how today’s annuity products are priced, structured, and used in real retirement income planning. Updated assumptions help ensure projections reflect current market conditions and modern longevity trends.
This update is part of our ongoing effort to ensure the assumptions and data used in eMoney align with current industry standards, regulations, and how planning is actually done today.
Why This Matters to You
What’s New
Use This When…
You’re showing a client how much income an annuity might provide in retirement. For example, when helping a client nearing retirement understand what their deferred annuity could pay out, these updated assumptions give you a more realistic estimate based on today’s fees, life expectancy, and longer‑term investment environment.
Clear advice depends on seeing the whole picture without gaps, guesswork, or downtime—and maintaining that clarity should scale as client complexity grows. Throughout 2025, eMoney aggregation continued to scale with that goal in mind, expanding coverage while strengthening direct connections that support a consistent, up‑to‑date view of client finances. Here are the highlights.
Together, the investments made in 2025 lay the foundation for continued aggregation expansion, helping you maintain a clear, reliable view of client finances as they grow in complexity and scale into 2026.
Releases May 12
Today’s advisors need clearer, more focused views of interactive reports during client conversations. This update delivers that clarity by giving you more space to spotlight charts and insights, supporting more efficient, confident reviews.
This update to Decision Center reflects our vision to create flexible, intuitive planning experiences that adapt to the conversation you’re having with your client, while delivering a more consistent experience.
Why This Matters to You
What’s New
Decision Center now includes a collapsible left panel, allowing you to dedicate more screen space to interactive reports when needed.
How It Works
Use This When…
You’re walking a client through interactive reports and want the visuals to take center stage, especially during live meetings where clarity and engagement are key.
Put This Feature Into Action
During your next client review, collapse the Technique panel to create a cleaner, more focused presentation experience. When you’re ready to adjust inputs or explore additional techniques, expand the panel instantly, without leaving the report.