Summary of Features Releasing: November/December 2024

Unlike the Mike Tyson/Jake Paul fight, this month’s release actually delivers!

NOTE: There is no feature release call this month due to the holiday. Features releasing are listed below.

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

Printable Version of Life Ins. Gap Analysis Report in Decision Center

This release introduces a printable equivalent for Decision Center’s Life Insurance Gap Analysis report, enabling it to be accessed from and included in presentations. Read more…

Questions? Anand K., Josh Belfiore |  Releasing Dec. 3

SHARED SERVICES

Advyzon Integration Enhancement

With this release, hen Advyzon is selected, the user is brought to the Advyzon settings page. On the settings page, a new permission exists for the client site’s single sign-on. When ‘Yes’ is selected, an Advyzon icon will appear on the client site for all clients; if ‘No’ is selected, the icon will not appear.  Read more…

Questions? Alexis Tiensivu, Luke White | Releasing Dec. 3

eMoney Access: Asset Holdings API

This feature introduces a build endpoint that retrieves the holdings for the given client and asset. API consumer can use the respective GUID of asset to fetch the holdings information.  Read more…

Questions? Muhilan J., Jay Jackson | Released week of Nov. 4   

15 New Client Connections

Check out the full inventory here: Read more…

Questions? Pam Still  |  10/25/24 – 11/18/24

BE ON THE LOOKOUT FOR…

• New Needs Analysis! (Q1 2025)
• Autonomous Planning BETA! (Targeting January 2025)
• Modernization/ADA enhancements for Estate Flow Chart and Detailed Estate Flow Chart
• Monte carlo single trial available in reports/presentations (already in DC)

NOTABLE RESEARCH

Needs Analysis Research (Questions? Linda Sikora)

• Objective: To understand the new Needs Analysis, the extent to which it resonates, which features resonate most, etc
• Report:  FINAL Needs Analysis Report_Oct 2024.pptx  

Various UX Research

• Client Site Performance Reporting: Report, Recording (Questions? Alex Mauritz)
• Products Marketplace Discovery: Report, Recording (Julie Strubel)
• Enterprise Steering Committee: Plan Monitoring & BeFi: Report (Alex Mauritz)