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.
Share Needs Analysis Modules to Client Portal
With this enhancement, financial professionals can now share Needs Analysis summary pages to Client Portal. This includes the Retirement, Education, Spending, and Life Insurance Gap Analysis modules. Read more…
Questions? Sachin Bindal, Josh Belfiore | Released Sept. 23
Restricted Stock Enhancements
To create an easier, more intuitive experience, this enhancement better distinguishes between restricted shares and stock options on the Add a Grant page in Advanced Facts Read more…
Questions? Jody Dinslage, Josh Belfiore | Released Sept. 23
Simple Premium Styling Uplift for Income, Expenses, and Savings in Organizer
The income, expenses, and savings page in the Client Portal’s organizer is where clients can view, edit, and add to facts related to income sources, expenses, and annual savings contributions. This feature uplifts the UX for the page and adds it to the mobile app. Read more…
Questions? Frank Palazzo, Chris Grant | Released Sept. 16
New Getting Started Flow
The new getting started flow gives users the ability to create a lightweight, basic financial plan through a user-friendly process. Advisors will have the ability to choose whether they want to send their clients through the classic onboarding (our current onboarding flow) or our new getting started/onboarding flow. Read more…
Questions? Jen Munoz, Chris Grant | Released Sept. 23
Retirement Calculator in Explore
The Explore feature within the Premium Client Portal was released in March of 2025 and included 6 financial calculators: large purchase, education, emergency savings, debt management, home purchase, and auto purchase. This enhancements adds a calculator to provide a funding projection based on inputs provided by the user. Read more…
Questions? Frank Palazzo, Chris Grant | Released Sept. 23
New eMoney Access Endpoints
This release includes new endpoints for (1) Full CRUD Charity Entities, (2) Life Insurance Options, (3) Investment Total
Questions? I Sabarimalai, Jay Jackson | Released Aug. 25, Communicated Sept. 15
8 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 8/26/25 – 9/18/25
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