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.
Edit Retirement from My Plan
My Plan was released to Client Portal in September 2024. One of the topics supported in that release was Retirement. However, the inputs to the client’s retirement were read-only. This feature enables clients (that can change their data) to edit certain inputs to the retirement calculation, like client’s retirement age, spouse (if applicable) retirement age, and annual retirement living expenses. Read more…
Questions? Frank Palazzo, Chris Grant | Released Aug. 5
Wealth.com Support Page & Outbound SSO
This is an SSO from eMoney to Wealth. Of note is this is a SAML SSO, meaning the user will not be required to enter their Wealth credentials. For this SAML SSO to work, the users email in eMoney must match the email they are using for their Wealth account. Read more…
Questions? Alexis, Tiensivu, Luke White | Releasing Aug. 26
22 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 7/29/25 – 8/21/25
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