eMoney Updates Q3 2025 - eMoney Advisor Blog

Stay tuned, more July releases are coming on the 29th!
Check out releases from Q1 and Q2 of this year.

Client Portal Improvements and Discontinuations for an Enhanced Experience
Accounts Page Enhancements in the Client Portal (Coming Soon)

Client Portal Improvements and Discontinuations for an Enhanced Experience

Our product strategy focuses on continuously investing in the Client Portal to benefit advisors and their clients. We’re enhancing capabilities, building new features, and removing outdated technology to deliver modern, efficient tools that improve client engagement and help grow your business.

What’s Changing

Goals Sunsetting |The Client Portal Goals tab will be disabled and replaced with our award-winning My Plan, representing clients’ goals and more. This enhancement is designed to align with the way advisors are modernizing the delivery of financial plans and the way in which clients engage with them.

Pro tip: Don’t want to wait to enhance your client experience? My Plan is available for you to turn on for your clients today. Craft and seamlessly share personalized plans directly to the Client Portal to increase collaboration and engagement with your clients. Learn more here.

Explore Mode and Workshops Sunsetting | On July 15, we will be sunsetting both Explore Mode and Workshops. In their current form, they have seen limited engagement from users. Data suggests that users are seeking different ways to interact with their finances, and we’re committed to providing solutions that better meet those expectations. An enhanced offering will be available for those who purchased the Premium Client Portal soon.

The handful of clients who have Explore Mode and Workshops enabled will be notified via an in-app banner message in the coming weeks, providing them with a heads-up before their experience changes. See screenshot below for reference.

We look forward to continuing to be your partners in achieving strong client engagement. We believe in the value of the client experience and are committed to the continuous improvement of your Client Portal, including the June release of Presentation View*.

If you’re interested in enhancing your client’s experience, learn more about the Premium Client Portal here.

*Please note, feature availability and launch dates may differ based on custom configurations..

Accounts Page Enhancements in the Client Portal

Releasing July 29

As part of our ongoing effort to enhance account aggregation in the Client Portal, your clients will soon experience a more intuitive and organized view of their linked accounts.

What’s New:

A Modernized Accounts Page: A cleaner layout with clearer connection statuses for faster resolutions.
Improved Page Layout: Clients will now see a new “Manage Connections” section at the top of their Accounts page. This section surfaces all account connections—bringing those that require attention to the forefront by displaying them at the top. This makes it easier for clients to monitor the health of their connections and take action when needed.
Improved Connection Management: Your clients will see all management options at the top of their page, eliminating the need for them to scroll.
Connections Consolidation: Based on product analysis results, we’ve consolidated connections sections to client connections, accounts added by the advisor, and “manually entered accounts.”
More Actionable Prompts: Clients will notice wording improvements with more concise directives, such as Update login information and the ability to unmask their entered password, to encourage timely connection corrections.
Improved Advisor View: When impersonating a client, you’ll now see exactly what they see, making it easier to provide help.
Clearer Institution Names: Clients will now see the bank or provider name they recognize—no more co-branding confusion.

Because of the above experience enhancements, clients no longer need to filter retired connections.

We look forward to continuing this effort to enhance your clients’ experience with improved onboarding and ongoing usability. We recommend mentioning these enhancements to your clients in an upcoming meeting so they feel supported.

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