Unlike Apple’s liquid glass, this month’s features were built with readability in mind!
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.
Presentation View in Decision Center + Share to Client Portal
These two related enhancements allow advisors to build/access presentation templates directly from within Decision Center (making it easier for those inclined to be presenting interactively with clients) and easily share them to the My Plan area of client portal, enabling a more modern plan delivery. Read more…
Questions? Anand K., Frank Palazzo, Chris Grant, Josh Belfiore | Releasing June 17
Profile, Income, and Goals Reports in Decision Center
As part of our strategy to consolidate content and functionality into Decision Center, this release sees us bringing in three new reports to DC: Profile, Income, and Goals reports. Read more…
Questions? Anand K., Josh Belfiore | Releasing June 17
Internal Aggregation Component Release (UI Enhancements on Accounts Page for Client Portal)
The client portal accounts page is getting a natural glow-up by injecting some user experience improvements based on UX research. The key enhancements in this release include a modernized interface, a new “Manage Connections” section highlighting the health of their accounts, password unmasking to reduce credential errors, simplified error resolution workflows, and UI transparency for advisors and support roles so that they can see exactly what their client sees – all aimed at creating a more intuitive and helpful experience for our clients as it relates to their success with connecting and maintaining their accounts. Read more…
Questions? Ashley Valle | Releasing July 15
21 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 5/21/25 – 6/12/25
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