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.
Sunsetting Parts of Client Portal
The following areas of client portal were sunset for all users on July 15: the “legacy” Goals page, legacy Explore Mode (part of Goals page), Workshops.
Questions? Frank Palazzo, Chris Grant
Enabling Clients to Create Scenarios from New Explore Mode
The Plan Explorer is part of the Premium Client Portal that enables clients to create alternate financial plans, also referred to as scenarios, without impacting their base plan. Plan Explorer provides the features of Explore Mode, which was withdrawn on July 15, 2025, and adds a number of enhancements including: (1) Ability for client to create multiple scenarios, (2) Ability to include fact changes not available in Explore Mode, such as income sources, living expenses, and coming soon – savings contributions, (3) An improved, more modern user experience. Read more…
Questions? Frank Palazzo, Chris Grant | Released July 29
Jump AI Integration
Jump is an AI-powered meeting assistant designed for financial advisors. It helps streamline post-meeting workflows by analyzing transcripts and suggesting updates to client records.This integration helps automate and simplify client data updates after meetings. Read more…
Questions? Luke White | Released July 1
Black Diamond Enhancement
This integration enables advisors and clients to view key elements of an eMoney financial plan directly within the Black Diamond platform. Read more…
Questions? Luke White | Released July 25
Internal Aggregation Component Release (UI Enhancements on Accounts Page for Client Portal)
The client portal accounts page is getting a natural glow-up by injecting some user experience improvements based on UX research. The key enhancements in this release include a modernized interface, a new “Manage Connections” section highlighting the health of their accounts, password unmasking to reduce credential errors, simplified error resolution workflows, and UI transparency for advisors and support roles so that they can see exactly what their client sees – all aimed at creating a more intuitive and helpful experience for our clients as it relates to their success with connecting and maintaining their accounts. Read more…
Questions? Ashley Valle | Released July 29
33 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 6/17/25 – 7/23/25
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