Questions? Allen Shaver, Josh Belfiore | Releasing May 12th
As Decision Center becomes more central to advisor workflows, this enhancement introduces a new hide/expand selector on the technique panel which gives users the option for expanding the chart-viewing part of Decision Center – enabling more natural, simplified presentation to clients. Decision Center will still open with the panel expanded by default, so the out-of-the-box experience is unchanged. Read more
Questions? Jody Dinslage, Matt Rogers, Josh Belfiore | Releasing April 29th
The annuitization projection assumptions are being refreshed across three dimensions: (1) mortality tables updated from 2000 to 2012 data to better reflect modern life expectancy, (2) the default management fee reduced from 5% to 2.5% based on current market trends, and (3) the growth rate basis switched from 1-3 year US Treasuries to the Bloomberg US Long Credit Index (to be released at a later date). Together, these produce more realistic projections when modeling the annuitization of a deferred annuity. Read more
Questions? Jennifer Munoz, Chris Grant | Releasing April 29th
A brand-new standalone data-gathering flow lets advisors collect information from clients without providing Client Portal access. From the Users page under Manage Client Portal, advisors can now send invitations in three flavors — Client Portal and Onboarding, Onboarding Only (Standalone), or Client Portal Only — and preview the email before sending. Once a client completes the flow, they see a confirmation screen until the advisor chooses to grant portal access. Read more
Questions? Jay Jackson, I Sabarimalai | Tentative Release Date: May 5th
eMoney Access now exposes Explore Zone calculator endpoints externally so firms can embed General, Retirement, and Large Purchase calculations inside their own digital experiences. The release adds a full set of GET/POST/PUT/DELETE endpoints for creating, retrieving, updating, running, and sharing calculations across both Basic and Premium API packages. The goal: boost planning-ecosystem adoption, grow API revenue, and reduce support load for embedded planning use cases. Read more
Questions? Pam Still | Now Available
42 newly active aggregation parsers were added between 3/26/26 and 4/21/26, expanding account-linking coverage for clients and reducing the number of accounts that require manual updates. Read more
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…
Users will be able to toggle between the new Foundational Planning experience (released March 25) 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
The April Product Release Newsletter was distributed to all eMoney users on the standard experience on Tuesday, April 29.
The features highlighted in this month’s newsletter include:
Additional Promotions
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