Celebrating Our Biggest Q1 Product Releases

A note from Nick DiLisi, Head of Technology, and Tom Sullivan, Head of Product

As we close out the first quarter of 2026, we want to take a moment to recognize and celebrate what has truly been one of our most impactful periods of innovation as a company.

Over the past several months, teams across the organization have delivered some of the most ambitious and meaningful enhancements in eMoney history. These releases aren’t just new features—they are foundational advancements that will shape how advisors and clients experience our platform for years to come.

This quarter, we introduced transformative capabilities such as:

• CoPlanner, a major leap forward in intelligent planning technology—enabling faster, higher‑quality plan creation and dramatically reducing advisor workload.
• Enhanced Foundational Planning, a complete reconstruction of the Foundational Planning experience that simplifies data entry, improves consistency across workflows, and connects seamlessly with Decision Center.
• New reports within Decision Center, bringing more of our reporting ecosystem into a unified, modernized environment.
• Premium Branding for the Client Portal, giving firms greater control over how they show up for clients, including enhanced theming, logo management, and mobile app icon customization.
• Plan Explorer enhancements, empowering clients to more actively engage with, adjust, and model updates to their financial plans.
• New client connections, expanding our integrations and strengthening the platform’s ability to serve as the center of our users’ financial world.
• Okta Adaptive Multi-Factor Authentication, streamlining the log-in process, and strengthening security, which is already reducing the calls into our Client Support team.

Delivering this many high‑impact features—simultaneously, seamlessly, and with the quality our users expect—is no small feat. It requires deep cross‑functional partnership, discipline, creativity, and a shared commitment to solving meaningful problems for advisors and clients.

Thank you to everyone involved: product, engineering, design, QA, client-facing teams, support, marketing, our PMO partners, and every group behind the scenes enabling these successful launches. Each of you played a critical role in bringing these capabilities to life.

This quarter sets the tone for what is shaping up to be an extraordinary year. We should all be proud of what we’ve built—and energized for what’s ahead.

Here’s to an incredible Q1 and an even stronger rest of 2026. 


Thank you again for your hard work, dedication, and passion.

Nick (“Buzz) and Tom (“Woody”)