INTERNAL USE ONLY – NOT FOR EXTERNAL SHARING
Below are important details about the major product release from March 25 as well as important pricing and packaging changes ‒ launching April 1 ‒ that are designed to better align our offerings with the evolving planning needs of our clients.
Click any of the links below to jump to that section of the page.
Pricing Update | Packaging Update | March 25 Major Release | April 1 Pricing Update
External/Client Communications | Go-to-Market Preparations | Questions
Pricing Update
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What’s changing and why
We’ve spent the last few years investing in and evolving every part of the eMoney platform to help speed up planning, expand what’s possible, and build tools that strengthen the advisor-client relationship. While our prices are changing, this isn’t just about raising the cost – it’s about ensuring we can continue to deliver more value while positioning our solutions and our clients for long-term success.
The updated pricing includes a $300 increase per package, reflecting the value, innovation, and support we continue to deliver to our clients.
Packaging Update
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What’s changing and why
Package names – Plus, Pro, Premier – remain the same, but under this new structure, Premier becomes a more value-added offering with the addition of the Premium Client Portal – giving users stronger client engagement and adoption capabilities from day one.
This change also creates natural incentives for Plus and Pro users to upgrade to Premier – where they’ll have access to a broader set of tools that better support their clients.
When this update rolls out on April 1, the following new features will already be available in each package:
- Plus Package: New Foundational Planning experience with CoPlanner
- Pro Package: CoPlanner for Advanced Planning
- Premier Package: CoPlanner for Advanced and the enhanced Foundational Planning experience, and Premium Client Portal (included for new and existing Premier users; remains an add-on for Plus and Pro) with enhanced branding capabilities.
These changes are not directly tied to the price increase but highlight how we’re continuing to deliver improvements that beneift advisors and their clients.
What’s Coming
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March 25: Product Release
Product-specific resources are currently in development and will be shared separately with client-facing teams.
- CoPlanner: New tool that intelligently analyzes a client’s full financial picture and surfaces strategies tailored to specific goals will be included in ALL packages.
- Enhanced Foundational Planning: A completely updated Foundational Planning experience – delivering a single, streamlined workflow. While it’s not a packaging change, Plus and Premier users will benefit significantly from these improvements
- Enhanced Branding: Custom branding options for Premium Client Portal users.
A quick but important naming reminder!
The product name is CoPlanner (capital C, capital P — no hyphen). Also, we’ll continue referring to Foundational Planning as such — no “2.0.” That was an internal project name only. Thanks for helping us stay consistent across materials and communications!
April 1: Pricing & Packaging Updates
New Clients
- New pricing and packaging go into effect on April 1 for all new business.
Existing Clients
- Pricing
- Rolling communications begin on April 1, notifying clients of the price increase 60 days prior to their renewal date for current client accounts.
- The first clients to see an increase are those whose contracts renew on June 1, 2026, or later.
- Clients who purchase licenses before April 1 will not be subject to the price increase until their renewal.
- Packaging: New packaging goes into effect for existing clients.
External Communications
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Dec. 10: Year-end Email to Clients
- Shared the 2026 Product Roadmap and Vision presentation from 2025 Summit with clients.
- Included a preview of upcoming features like CoPlanner, the new Foundational Planning experience, Premium Client Portal branding, and more. The email did not mention a price increase.
- Blog (contains the roadmap and Summit presentation)
- Year-end email
January 28: Product Update Email
February 19: Enhanced Branding (Coming Soon)
- Coming Soon email (links to this post) to existing Premium Client Portal users – highlighting the enhanced branding features, updated settings, and more.
March 11: CoPlanner Announcement (During T3 Conference)
April 1: Enhanced Branding for Premium Client Portal Announcement
- Press release, media outreach, social; pair news with one year since Premium Client Portal launch.
April 14: Enhanced Foundational Planning Experience
- Press release, media outreach, social
How We’re Preparing
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- Workstreams: Go-to-market and operational planning have been underway since October to ensure a smooth launch.
- Resources: We know you’ll have questions and that’s expected! Resources for the pricing and packaging changes along with the product releases in March are actively being developed to equip you with clear answers and set you up for success. We’ll notify client-facing teams when these are finalized and available in the Repackaging Hub.
- Training: Sessions have already started and will continue throughout the rollout. Our goal is to make sure every team feels confident and prepared.
- Client communications: Retention Marketing has built a communications strategy to support these changes. A list of planned communications are listed above and will be updated until launch.
Questions
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