2026 Product Roadmap & Vision Presentation

Please enjoy theProduct Roadmap & Vision presentation from this year’s eMoney Summit, Tomorrow’s Planning, Today.

In this exclusive session, our product leaders unveil how we’re evolving the eMoney platform to help you plan smarter, collaborate more seamlessly, and deliver even greater value. It’s a look back at our progress in 2025—and a glimpse into the exciting future ahead.

Over the last two years, we’ve evolved the eMoney platform to make planning faster, simpler, and more connected for you and your clients.

Release Highlights

With the new Needs Analysis, and enhancements to Decision Center, every collaborative planning experience in eMoney has evolved. We’ve also enhanced the Client Portal with a new look and feel, modernized plan delivery with the My Plan page, and released the Premium Client Portal to create more dynamic and interactive experiences for your clients.

Looking Ahead

In 2026, we’re taking another big step forward, with:

• eMoney CoPlanner: Real-time comparison of multiple strategies fully integrated into Decision Center
• Enhanced Foundational Planning: Unified, streamlined workflow combining Presentation View and My Plan into one intuitive experience
• Analytics: Stay on top of client needs and uncover opportunities across your book of business
• Updated Plan Comparison: Real-time comparison of multiple strategies fully integrated into Decision Center
• Premium branding: Custom branding options for Premium Client Portal users

And more.