Summary of Features Releasing: March 2025

Unlike some of your March Madness brackets which may already be busted, this month’s features are perfect!

Recording of Presentation

Want to add someone to the Feature Release Group to receive this information via email each month and attend the monthly meeting? Submit a ticket: Service Portal > Get Access > Email Distribution List > Request to be added to featurereleasegroup@emoneyadvisor.com.

PLANNING

NEW Needs Analysis! (Retirement, Education, and Spending Goal Modules)

eMoney is rebuilding our Needs Analysis modules beginning with Retirement, Education, and Spending Goals. These new experiences provide a more modern aesthetic and streamlined workflow for financial professionals looking to do targeted, topical analyses / engagements with clients. Additionally, these 3 new modules (and any we release in the future) will be added into our PLUS package so they’re accessible to those users as well. The “classic” version of Needs Analysis will remain accessible to users for the near-mid term as we build up our library of new modules. And eventually the “classic” versions will be sunset. Finally, these new experiences will be available as part of a new eMoney “Core” package available for sale beginning 3/25..  Read more…, Read more about the Core package…

Questions? Sachin Bindal, John Costello, Joe Pearson, Josh Belfiore |  Releasing March 25 

Note: Also releasing in March, but to LPL only as part of our contract commitment, is the Life Insurance Gap Analysis Module. This will release more broadly as part of our April marketing release. Read more…

CLIENT EXPERIENCE

Premium Client Portal! (Available for Sale)

Spring has sprung and so has Premium Client Portal! This will redefine how we engage with clients and take those relationships to a whole new level. Included:

• Mobile App: Now available on the App Store and Google Play Store, the new app offers an intuitive interface with biometric login and push notifications, allowing clients to stay connected and engaged on the go.
• Explore: The Explore feature lets clients dive into the financial topics that matter most to them—without disrupting their current plans. Clients can seamlessly share insights with their advisor, enabling meaningful collaboration and personalization every step of the way.
• Personalized Homepages: Client’s homepage can now be tailored to their preferences, increasing engagement and satisfaction with every visit. It’s an experience that feels custom-made for them, creating lasting connections.

 Read more (Premium Client Portal MVP Release), Read more (Personalized Homepage), Read more (Client Portal Mobile App)

Questions? Chris Grant, Megan Thompson, Frank Palazzo, Jennifer Munoz, Prabha Y | Available March 31

SHARED SERVICES

Vanilla Integration

Vanilla helps advisors and clients understand their estate plans with simplified dynamic visualizations. Drill deeper into the details about specific parts of the estate including assets, provisions, beneficiaries, and fiduciaries. Read more…

Questions? Alexis Tiensivu, Luke White | Releasing March 25^th  

Knowledge Base Navigator

The Knowledge Base Navigator offers users a conversational approach to finding answers to their questions in a semi-automated fashion. Without needing to talk/chat with a human. The goal is to both reduce contacts to Client Support and improve the Advisors’ overall experience for those who choose to engage with this new tool.The bot will be accessible from within the Help Menu and will include a series of conversations to identify and provide the correct Help resource to address an Advisor’s situation. Read more…

Questions? Diane Kelly, Jake Carwile | Releasing March 25  

18 New Client Connections

Check out the full inventory here: Read more…

Questions? Pam Still  |  2/26/25 – 3/21/25

BE ON THE LOOKOUT FOR…

• New Needs Analysis – Life Insurance Module! (April)
• Modernization/ADA enhancements for Estate Flow Chart and Detailed Estate Flow Chart
• Monte carlo single trial available in reports/presentations (already in DC)