Like SpaceX stock, this month’s features are about to go public!
Watch this month’s Feature Release Meeting
2026 Feature Release Summary page
June Product Update Newsletter
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 Metrics section in Plan Comparison surfaces a curated and customizable set of plan metrics so advisors don’t have to leave Plan Comparison to evaluate key metrics. Read more…
Questions? Allen Shaver, John Costello, Josh Belfiore | Released June 23
In addition to its current capabilities, now CoPlanner is equipped to evaluate the impact of investing excess money sitting in cash accounts and how impactful working a few additional years at a reduced salary would be for the client’s plan. Read more…
Questions? Jody Dinslage, John Costello, Matt Rogers, Josh Belfiore | Released June 23
The Lifetime Portfolio Value report is now available as a standalone printed/downloadable report and within Presentations, projecting a client’s portfolio growth annually from the current year through second death. Supports Linear and Monte Carlo projections, future and present time-value modes, and optional columns for Compound Annual Growth Rate, Annual Rate of Return, and To-Heirs-and-Charity values. Available for Pro and Premier (already available for Plus users). Read more…
Questions? Anand K., Lokesh Chand, Josh Belfiore | Released June 23
The Advisor Vault has been visually refreshed to match the Simple Premium style used across the rest of the Advisor Portal, covering the three main Vault pages: Vault Overview, Global Settings (firm-wide folder defaults), and Vault Usage (key usage statistics for the advisor, their delegates, and their clients). Read more…
Questions? Frank Palazzo, Chris Grant | Released June 23
Phase 2 of the Client Portal admin work adds four new pages to the Advisor Portal’s Client Portal tab: a Dashboard with access/usage metrics across the advisor’s book, Portal Page Defaults, Preferences (default Client Portal feature options like Tasks and Monte Carlo PoS), and Report Selection (default and favorite reports for the client portal). These mirror existing “Save as Default” controls but consolidate them into a single admin surface. Read more…
Questions? Frank Palazzo, Chris Grant | Released June 23
A second-generation Accounts page in the Client Portal that re-groups each financial-institution connection with its associated accounts inside dedicated containers — addressing the top complaint from v.1 (released July 2025) where users struggled to tell apart multiple connections to the same institution. The redesign adds institution logos, color-coded connection statuses (red/yellow/green), four filter modes (All Accounts, Advisor Managed, Manually Added, Attention Needed), and converts inline connection-error fix flows into modals for a mobile-friendly experience. Read more…
Questions? Ashley Valle, Chris Grant | EMA June 23 · Partners Aug. 6
A new beta capability lets advisors process documents directly from the Vault — starting with W-2s and Qualified Retirement Account investment statements — extract data, and map it into eMoney facts via a Human-in-the-Loop (HIT) page where the advisor can accept, edit, or remap each extracted value before saving. Goal: cut manual data entry and improve consistency during client onboarding. Read more…
Questions? Phillip Eastman, Jay Jackson | Released June 4 (Beta — specific firms only)
9 newly active aggregation parsers were added between 5/28/26 and 6/15/26, 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, 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 (December) 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 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 June Product Release was distributed to all eMoney users on the standard experience on Tuesday, June 23.
What clients will see
The following features were highlighted on the Q2 landing page, which is linked in the email:
Additional promotion
Why this matters for you
Leave a Reply