Summary of Features Releasing: May 2025

Who wins, this month’s features or one gorilla?

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

MC Single Trial in Reports and Presentations

For many years, Decision Center has given users the ability to see relevant projection reports reflect specific monte carlo trials in addition to straight line projections. This is beneficial as it helps users assess plan outcomes across a range of possible/more realistic market outcomes. This same capability will now be available to users in the Reports tab as well as the Presentation experience.  Read more…

Questions? Sachin Bindal, Josh Belfiore |  Releasing May 20   

Autonomous Planning Enhancements (For Beta Users)

1. Currently, system-generated techniques display descriptive titles, which is helpful in understanding what the technique is doing. When a user saves this technique, these descriptive titles do not persist. With this enhancement, these descriptive titles will persist, eliminating the need to retitle, and providing helpful transparency to users. Releasing May 28.
2. Currently, users can dismiss system-generated techniques if they don’t want them in the plan. But if they click the Generate button again, this same technique will resurface. With this enhancement, the system will remember dismissed techniques, meaning when a user clicks the Generate button again, it will not resurface the dismissed technique – the systems outputs will instead adjust to achieve the target probability of success without the dismissed technique. Releasing May 28 or early June.

Questions? Jody Dinslage, John Costello, Matt Rogers, Josh Belfiore |  Read more (bottom of page)

Needs Analysis – Life Insurance Gap Analysis (2 Enhancements)

1. For the printed version of this analysis, we will be exposing more helpful data points atop the summary page, similar to what is displayed online.
2. We’re giving users the ability, from within this module, to input/adjust a client’s retirement age and life expectancy (similar to data fields present in the retirement analysis), as these are relevant to a life insurance gap analysis as well.

Questions? Sachin Bindal, John Costello, Josh Belfiore |  Releasing May 28  |  Read more…

SHARED SERVICES

Account Type Enhancements

We’ve upgraded our account type mapping in Nexus by replacing legacy enums with flexible string-based identifiers. This enhancement ensures we can seamlessly support emerging account types—like Indexed Annuities and RILAs—without hitting system limits, while also reducing data mismatches and support tickets. As a bonus, users now have more flexibility in selecting account types and subtypes that best reflect their clients’ holdings. Read more…

Questions? Ashley Valle | Releasing May 20

Firm-Level Sharing Rules and User Groups

This enhancement elevates a piece of the Sharing Rules functionality from Advisor level to admin tool, allowing admin users to share all clients from an existing advisor in the firm to another advisor. This will save admin users substantial time. Read more…

Questions? Phil Eastman | Releasing May 28

17 New Client Connections

Check out the full inventory here: Read more…

Questions? Pam Still  |  4/23/25 – 5/14/25

BE ON THE LOOKOUT FOR…

• “Presentation Mode” in Decision Center (users can create, and navigate through, presentation templates in an interactive way from DC).
• More modern plan delivery: sharing interactive presentations from DC directly to Client Portal > MyPlan