Questions? Allen Shaver, John Costello, Josh Belfiore | Releasing May 28
This release introduces a new plan changes section to our Plan Comparison. This section itemizes the differences between in-context plans vs base facts, making it quicker and easier than ever for advisors and clients to discuss/assess trade-off decisions. Read more
Questions? Sachin Bindal, John Costello, Josh Belfiore | Releasing May 28
This enhancement to the Life Insurance Goal Analysis (LIGA) module within Needs Analysis extends support to single-client scenarios, complementing the existing joint-client workflow. Read more
Questions? Pam Still | Now Available
12 newly active aggregation parsers were added between 4/29/26 and 5/19/26. 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…
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 in December 2026. This will give users 1 year / multiple partner review cycles heads up. Learn more about the eventual sunset
The May Product Update Newsletter was distributed to all eMoney users on the standard experience on Thursday, May 28.
What clients will see
The following features will be highlighted on the Q2 landing page linked in the email:
Additional Promotions
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