Summary of Features Releasing: April 2025

Like your neighborhood cherry blossoms, this month’s release is in peak bloom!

Recording of Presentation

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.

PLANNING

NEW Needs Analysis: Life Insurance Gap Analysis

Building on last month’s new Retirement, Education, and Spending Goal Needs Analysis release, this month we’re adding our 4^th module: Life Insurance Gap Analysis! This module assesses whether a client’s current coverage and resources provide sufficient protection for their families, and helps determine the surviving family’s ability to maintain their preferred standard of living – calculating how much additional life insurance is necessary to fill any coverage gap. This will be available across all packages.  Read more…

Questions? Sachin Bindal, John Costello, Josh Belfiore |  Releasing April 22   

Modernized and ADA Accessible Estate Flow Chart and Detailed Estate Flow Chart

This release modernizes the aesthetic for, and makes ADA compliant/accessible, eMoney’s Estate Flow Chart and Detailed Estate Flow Chart. There is no data change associated with this release, just aesthetic/layout and accessibility enhancements.  Read more…

Questions? Jiji U., Anand K., Josh Belfiore |  Released April 10   

2025 State Estate and Inheritance, and Annual State Tax Updates

This relates to our routine tax updates to ensure alignment with the latest tax rules.  Read more…

Questions? Jody Dinslage, Paul Guris, Josh Belfiore |  Releasing April 29

SHARED SERVICES

Schwab Statements in the eMoney Client Vault

This feature makes it so that, when an advisor’s client is linked to the Schwab integration, and after the end client is authenticated with Schwab in the Client Site Vault, a Schwab folder and Schwab statements appear in the client vault. Read more…

Questions? Alexis Tiensivu, Luke White | Releasing April 22   

18 New Client Connections

Check out the full inventory here: Read more…

Questions? Pam Still  |  3/26/25 – 4/16/25

BE ON THE LOOKOUT FOR…

• Monte carlo single trial available in reports/presentations (already in DC)
• “Presentation Mode” in Decision Center (users can create, and navigate through, presentation templates in an interactive way from DC).
• More modern plan delivery: sharing interactive presentations from DC directly to Client Portal > MyPlan