Unlike The Odyssey, this month’s features are intended to be viewed on any size screen.
2026 Feature Release Summary page
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.
A new eMoney Intelligence capability that auto-generates a personalized presentation template tailored to the client’s selected plan — e.g., an education goal in the plan automatically pulls in the Education Goal Analysis report; a Roth conversion technique pulls in the Tax Bracket report. Can be triggered automatically alongside CoPlanner’s Generate action or manually via a new “Generate Smart Template” option in Decision Center’s Presentation View, and regenerates dynamically whenever the plan or CoPlanner approach changes. Read more…
Questions? Muhilan J., Josh Belfiore | Released July 29
A new Tax Basis Taxable Accounts & Cash field has been added to new NA for the Retirement, LIGA, and LTC modules, letting sim properly calculate and incorporate capital gains taxes in projections instead of assuming zero investment growth (which today leads to understated taxes). For existing analyses, the current Taxable Accounts & Cash value pre-fills into the new field; for new analyses, the value is auto-derived from the selected accounts, with a new Tax Basis column in the account picker. Read more…
Questions? Sachin Bindal, John Costello, Josh Belfiore | Released July 8
Users with the Planner role can now access the Client Portal configuration pages for the Advisors that delegate clients to them, closing a gap where Planners previously couldn’t manage delegated client portals. Note: Assistants still can’t update the theme for a delegated client via Manage Client Portal — giving the Assistant the Planner role is the interim workaround. Read more…
Questions? Frank Palazzo, Chris Grant | Released July 29
The Advisor Vault uplift — first covered in June — is now rolling as a full General Release in July, applying the Simple Premium style consistently across the Vault Overview, Global Settings (firm-wide folder defaults), and Vault Usage (key usage statistics) pages. Read more…
Questions? Frank Palazzo, Chris Grant | Released July 29
The Future Goals page in the Client Portal Organizer has been visually refreshed with Simple Premium styling for a more modernized look, consistent with the other Organizer pages. Beyond the immediate polish, this uplift is a prerequisite for future modernization of the client Alerts feature. Read more…
Questions? Frank Palazzo, Chris Grant | Released July 29
The Privacy Settings page in the Client Portal has been redesigned to make it much clearer who has access to what client data. Separate sections now cover detailed financial data (client, spouse, additional logons, owning advisor) versus summary data for external users like Alliance Partners, with independent controls for Client Portal and Spending data access. Read more…
Questions? Frank Palazzo, Chris Grant | Released July 29
The Twilio SendGrid-based Client Portal Invitation and Confirmation emails now officially release in July (previously scheduled TBD in May). These template-driven emails give the two most-touched Client Portal messages a modern, on-brand look and make future updates a config change rather than a code change — with custom-disclaimer support for firms like PNC. Read more…
Questions? Sachin Bindal, Chris Grant | Released July 29
Prominent install links/badges for the Premium Client Portal Mobile App now appear inside the Client Portal web experience and the Confirmation email, aimed at driving mobile-app adoption among clients who already use the web portal, Read more…
Questions? Sachin Bindal, Chris Grant | Released July 29
17 newly active aggregation parsers were added between 6/24/26 and 7/22/26, expanding account-linking coverage for clients and reducing the number of accounts that require manual updates. Read more…
Questions? Pam Still | Already Available
These enhancements + already-released modules account for > 80% of classic NA module usage. When classic Needs Analysis is sunset on December 2, 2026, 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 in 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. Users can toggle between the classic and new versions until the eventual sunset of the classic version December 2, 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…
Upcoming enhancements will enable users to have the entire FP workflow reflect a plan of the users choice rather than just base facts as is the case today. Additionally, users will be able to toggle between the new and classic versions until the classic version is sunset on December 2, 2026. This will give users 1 year / multiple partner review cycles heads up. Learn more about the eventual sunset…
Leave a Reply