Like this year’s Summit theme, here’s Tomorrow’s Features, Today.
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.
NEW Needs Analysis Module: Long-Term Care Insurance
This new module supports a common planning/insurance topic (long-term care insurance) and also contributes to our LPL contract commitment. This module assesses whether your current resources and coverage are sufficient to support potential future health care needs. Read more…
Questions? Sachin Bindal, John Costello, Josh Belfiore | Releasing Oct. 23
Updated BFF Reports
This is part of our effort to modernize the underlying tech of our reports to the new “BFF architecture”. While mostly an underlying tech rebuild, in some instances there are minor stylistic or other changes visible to users. Read more…
Questions? Anand K., Steve Goldman, Josh Belfiore | Releasing Oct. 23
Life Insurance Schedule Upload
This feature allows users to upload a life insurance schedule data in the advanced fact finder when using a basic policy illustration type. This will enable automatic population of the life insurance schedule for basic policy illustrations, thereby eliminating the need for manual data entry while reducing errors. Read more…
Questions? Sabari, Josh Belfiore | Releasing Oct. 23
“Converted Decision Center Techniques” Will No Longer Load by Default
Several years ago, eMoney got rid of the concept of Decision Center-specific techniques (techniques that live exclusively in DC vs part of a plan accessible across the app). So as not to delete these out from under users, we converted them to a “What If” which loaded for users by default upon entering DC. After recently releasing the new Presentation View in Decision Center + ability to share to Client Portal, the default loading of “Converted Decision Center Techniques” is resulting in some confusion for users. While we are NOT deleting the “Converted Decision Center Techniques” from a user’s list of What-Ifs, on November 11th, this will no longer load by default. Read more…
Questions? Allen Shaver, Josh Belfiore | Releasing Nov. 11
eMoney Access: New Developer Site and Endpoints
The Developer Site provides external developers and strategic partners with a centralized, interactive hub for accessing API documentation, guides, changelings, and onboarding resources. The current site is built on Drupal and we are switching vendors. The new site is built on the ReadMe platform, offering a modern, user-friendly experience so API users can quickly onboard. Additionally, new endpoints are releasing for estate distribution flow charts, progress to goals, and tasks assignees.
Questions? Jay Jackson | Available Week of 10/20; Will be communicated in December based on API Quarterly Newsletter
7 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 9/24/25 – 10/16/25
Additional Needs Analysis Modules
Debt Paydown and Annuity Income modules will release on 12/1 (meeting LPL contract obligations on time). Additional modules/enhancements will follow. These + already-released modules account for > 80% of classic NA module usage. When classic Needs Analysis is sunset, any previously-generated analyses will be sunset as well, so users will be encouraged to preserve any previously-run analyses of their choosing. We will begin communicating to users this quarter our intent to sunset legacy NA in Q4 of 2026. This communication will be via email and in-app messaging. This will give users ~1 year / multiple partner review cycles advanced notice. Learn more about the eventual sunset…
NEW Plan Comparison (Evolution of Goal Planner)
We’re rebuilding Goal Planner, creating a faster, more efficient experience. We’re also providing access to this new experience from within Decision Center. We’re targeting release in January to AP users with subsequent enhancements to follow. Upon release, users will be able to toggle between the new and classic versions until the classic version is sunset in December 2026. Product will host a train-the-trainer in early December (also when internal teams can get hands on the new experience) and will host one-off team-specific trainings/Q&A sessions upon request. Marketing will provide coming soon messaging to users in December, where we’ll also give advanced notice for the December 2026 sunset of the classic version. This will give users multiple quarters / multiple partner review cycles advanced notice of the eventual sunset. Learn more about the eventual sunset…
CoPlanner (formerly known internally as “autonomous planning”)
CoPlanner has been live in beta since March 2025 and will make its debut more broadly in March/April 2026. This feature, with the click of a button, analyzes the client in context and produces a series of system-generated techniques (aka a system-generated plan) that achieve a user’s desired probability of success, dramatically reducing time-to-plan which helps enable scale. Anyone internally interested in getting their hands on this feature can already do so in the ema/demo/emoney demo office 😊. Product will host a train-the-trainer, to re-educate internal partners on this feature, in early 2026 and will host one-off team-specific trainings/Q&A sessions upon request.
NEW Foundational Planning
We’re rebuilding Foundational Planning to be a far more streamlined and intelligent planning experience (thanks to CoPlanner being embedded in FP just as it is in DC), where simple data entry results in (1) the system intelligently curating the user’s workflow, and (2) CoPlanner’s ability to produce a series of system-generated techniques (aka a system-generated plan). Upon release in March/April 2026, users will be able to toggle between the new and classic versions until the classic version is sunset in December 2026. A 12/2026 sunset timeframe will enable multiple quarters advanced notice to users of the eventual sunset. Learn more about the eventual sunset…
2026 Feature Release Summary Page
2026 Feature Release Summary page is now live.
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