Watch this month’s Feature Release Meeting
2026 Feature Release Summary page
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Currently, when a client accepts a Flourish invite and creates an account in Flourish, for that newly created account to appear in eMoney, the user (advisor, assistant, or planner) must manually add the account to eMoney through the Flourish connection. This feature eliminates the manual process by running an overnight job and automatically links the newly created Flourish account as an eMoney fact, eliminating the need for manual intervention. Read more…
Questions? Alexis Tiensivu, Blake Marshall-Attle | Releasing February 25th
This feature is an addition to the ‘Schwab Statements in the eMoney client vault.’ When an advisor’s client is linked to the Schwab integration, and after the end client is authenticated with Schwab in the client site. The Schwab folder will contain Schwab statements and tax documents. If an end client has already followed the process to get the Schwab statements in the client site Vault, the tax documents will automatically flow in. Read more…
Questions? Alexis Tiensivu, Blake Marchall-Attle | Releasing February 25th
Check out the full inventory here: Read more…
Questions? Pam Still | 1/29/26 – 2/18/26
These enhancements + 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 began communicating to users Q4 2025 our intent to sunset classic NA in Q4 of 2026. This gives users ~1 year / multiple partner review cycles advanced notice. Learn more about the eventual sunset… Learn more about the in-app sunset message releasing December 1st.
eMoney’s new Plan Comparison (an evolution of Goal Planner) released in January. Subsequent releases will introduce a plan changes summary section (for easy understanding of what changes exist across each plan), a metrics summary section (containing all “metrics” available to users from DC), and report flexibility (at the top of each column). Users can toggle between the classic and new versions until the eventual sunset of the classic version EOY 2026. Marketing provided coming soon messaging to users in December 2025 with advanced notice for the December 2026 sunset of the classic version. This gives users ~1 year / multiple partner review cycles advanced notice of the eventual sunset. Learn more about the eventual sunset…
CoPlanner has been live in beta since March 2025 and will release more broadly on March 25th 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), dramatically reducing time-to-plan which helps enables scale. Anyone internally interested in getting their hands on this feature can already do so in the ema/demo/emoney demo office. Please reach out to Josh Belfiore, John Costello, Joe Pearson for any one-off team-specific trainings/Q&A sessions!
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. This will give users 1 year / multiple partner review cycles heads up. Learn more about the eventual sunset…
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