eMoney Advisor

The latest article from ThinkAdvisor highlights the new enhanced branding capabilities of the eMoney Premium Client Portal. From custom colors to app icons, these updates enable advisors to create a more personalized experience for clients on both web and mobile platforms. Read the full article to discover the latest features 👉🏽 https://bit.ly/4vnnnq4 #financialplanningsoftware #fintech

Your clients want faster, simpler financial advice—and they expect it on their terms. Our latest blog dives into how light planning can help you meet clients exactly where they are now and set the stage for a long-lasting advisor-client relationship. https://bit.ly/4tji61v #financialplanning

We’re heading to the NAPA 401(k) Summit! If you’re attending, stop by Booth 643 to connect with the eMoney team, see live demos, and explore the latest updates to our financial planning solutions. #financialplanningsoftware #financialplanningsolutions #napa401ksummit

The next generation of Foundational Planning is here. Watch this video from our CEO Susan McKenna, and don’t forget to join us on April 21 to learn how Foundational Planning, together with CoPlanner, delivers more time, more control, and more capacity to produce high‑impact advice. #financialplanningsolutions #fintech

Reclaim valuable time, reduce errors, and deliver personal, impactful advice while working smarter, not harder. Check out our blog to explore three key ways to improve your productivity as a financial planner and deliver more value to more clients: https://bit.ly/4clZG8T #financialplanningtips #financialplanning

Is your firm’s know-how locked in just a few heads? That operational risk can slow you down or leave clients hanging when key people step away. Learn how smart process documentation and clear workflows can turn individual expertise into team strength—protecting your business and boosting consistency. Ready to build your firm’s knowledge resilience? Check out our latest blog: https://bit.ly/4emYHId #financialplanning #fintech

We’re excited to share an enhanced Foundational Planning experience from eMoney, designed to make goals‑based planning faster, more intuitive, and easier to scale. With a modern interface, guided workflows, and integration with CoPlanner, advisors can create client-ready plans in just minutes, providing valuable guidance with ease. Learn more about Foundational Planning and see what’s new in our upcoming webinar on April 21 👉🏽 https://bit.ly/4tMnWYP #financialplanningsoftware #fintech

Financial advice is evolving fast—and so is your role as an advisor. Are you ready to meet the new expectations of younger clients, expand your practice beyond investments, and harness technology to work smarter? Our latest newsletter breaks down 3 key ways advisors are stepping up to deliver greater value in today’s dynamic landscape: ✔️ Understanding what Millennials and Gen Z really want from financial planning ✔️ Broadening your service offerings to cover the full financial life ✔️ Using smart tech to streamline your workflow and deepen client relationships Take a look and get inspired to evolve your practice with strategies that keep you ahead of the curve and connected to your clients’ changing needs. #FinancialPlanning #Fintech

In this update, Joshua Belfiore, Director, Product Management Advisor Experience at eMoney, walks through our new Foundational Planning experience, designed to help advisors create plans faster, with a consistent, repeatable planning process. Watch the video to see how Foundational Planning helps you do more for clients without overextending your resources. #financialplanningsoftware #financialplanning

Market movement often shows up first in client conversations. We’re curious about how sentiment is influencing your planning discussions right now.