eMoney Advisor

Financial planning is changing fast. AI, real-time data, and smarter tools are eliminating busy work and helping advisors deliver plans that update as quickly as clients’ lives do. But with fragmented systems and static workflows holding many teams back, advisors need technology that supports faster, more dynamic planning. eMoney CoPlanner is being built with these needs in mind—helping advisors work the way the future demands. Free Download: The Next Era in Financial Planning 👉🏽 bit.ly/4bRtmf7 #financialplanningsolutions #AI

We’re proud to share that eMoney’s Premium Client Portal has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards! @FinTech_Awards This recognition reflects our focus on helping advisors deliver more collaborative, personalized financial planning experiences and how technology can power more meaningful conversations and stronger client relationships. Learn more: bit.ly/4rHr5YM #eMoneyProud #financialplanningsolution #fintech

What does long term success in financial planning really look like? Jen Dawson, CFP®, reflects on values based advice, building deep client relationships, and designing a career with intention. If you’re early in your career (or mentoring someone who is), her advice is simple and powerful: master your craft, invest in your own growth, and don’t ignore joy—because “fun is a genuine performance enhancer.” Read the Heart of Advice Spotlight to see her advice 👉🏽 bit.ly/4cVGqRQ #financialplanner

The number of fintech tools has rapidly increased in recent years, leaving many advisors feeling overwhelmed. Clients seek smooth digital experiences, but advisors often struggle to know where to start. This Heart of Advice article emphasizes that the best first step isn't adding more technology; it's mapping your workflow. Small improvements can lead to a more efficient and scalable planning process. Check out the carousel for key takeaways, then read the full article for more insights 👉🏽 bit.ly/466foTj #financialplanningtips #workflow

Tax laws are always evolving—are you prepared to guide your clients through the changes? Check out our latest blog for 12 essential tips that financial advisors can put into practice to stay ahead, communicate effectively, and turn tax shifts into planning opportunities 👉🏽 bit.ly/4se2Dzj #financialplanning #taxplanning

Tax laws are continually changing, making it challenging to keep up. In this on-demand webinar, we discuss the most recent changes, including updates related to the OBBBA, and how these could impact your clients' financial plans. Additionally, you will receive a practical demonstration of the tax planning tools available in eMoney, making it easier for you to incorporate these insights into your daily work. Stay informed about the latest tax updates by watching this free webinar at your convenience 👉🏽 bit.ly/4uz68Sa #financialplanning #taxplanning

You want to grow your practice, not your working hours. How? By embracing tech-powered efficiency, standardizing key processes, and tailoring your services. Our blog breaks down three strategies for boosting your productivity—without adding hours to your workday: bit.ly/4se2Dzj #financialplanning #practicemanagement

We are proud to be the market leader in planning and ranked first in multiple categories, according to the latest @t3techhub/Inside Information Software Survey! ✅ Financial Planning Software ✅ Estate Planning Tools ✅ College Planning Tools ✅ Account Aggregation Tools Thank you to the eMoney community for trusting us as your tech partner as you continue delivering exceptional planning and peace of mind to your clients. #eMoneyProud #financialplanningsoftware #financialplanningsolutions

We’re excited to spotlight Rita Cheng, CFP®, whose approach shows how empathy and real‑world experience can strengthen client relationships. Marguerita discusses how her life experiences shaped her journey, the significant impact that advisors can have on their clients' lives, and why now is an important moment for more women to enter the profession. Read her full story: bit.ly/4r0HaZr #financialplanner #womenshistorymonth

Advisors shouldn’t have to choose between efficiency and quality when building financial plans. That’s why we built CoPlanner, our newest solution that enables advisors to create comprehensive, customized plans in seconds while maintaining full control and visibility into a client’s entire financial picture. Learn more about it here: prn.to/4bEpON7 #CoPlanner #fintech #financialplanningsolutions

#ICYMI: Our first Smarter Planning webinar of 2026 is now available on demand. In this webinar, we address the challenges in wealth management and demonstrate how simple digital planning conversations can help advisors meet client expectations and engage with emerging-wealth households. This approach is designed to be scalable, making it suitable for both eMoney beginners and experienced users. Watch the webinar here: bit.ly/40IuyLH #financialplanningtips #financialplanningsolutions

From our #T32026 mainstage presentation, "eMoney enhancements rolling out this year are designed to give you more efficiency, more personalization, and deeper client engagement than ever before. Everything coming is built to help you work smarter, deliver more value, and strengthen every client relationship-ensuring you are truly planning what’s possible." #fintech #financialplanningsolution

From our #T32026 mainstage, “CoPlanner sits right in the heart of our ecosystem — acting as the intelligence layer that accelerates planning across the entire spectrum. It doesn’t replace advisor-led planning. It makes it faster, more consistent, and more scalable." Learn more about CoPlanner 👉🏽 emoneyadvisor.com/resources/news… #CoPlanner #financialplanning

From our #T32026 mainstage, “eMoney is the only planning platform designed to scale planning across your entire firm, enabling rightsized planning conversations, for the right clients, at the right time.” #CoPlanner #financialplanningsolution

From our #T32026 mainstage, “CoPlanner enables advisors to do what they do best—faster, more consistently, and at a scale the old way of planning simply can’t support.​ This is the future of planning. ​ Intelligent, personal, and advisor‑led. CoPlanner fundamentally changes how you build plans. And available only from eMoney.” #CoPlanner #financialplanningsoftware

From our #T32026 mainstage, “CoPlanner never replaces advisor judgment.​ You remain in full control... it gives you a strong starting point. The decisions, the human insight — that’s all you.” #CoPlanner #financialplanningsoftware

From our #T32026 mainstage, “Everything CoPlanner produces is built on the same Monte Carlo analysis that underpins eMoney planning today. ​That means you can stand behind the recommendations with the same confidence you have in our advisor-built‑ plans.​” #CoPlanner #financialplanningsolution

From our #T32026 mainstage, “We’ve had 1000s of beta users working with CoPlanner for months. Based on their feedback and experience, we know CoPlanner saves time, making planning scalable and repeatable.” #CoPlanner #financialplanningsolution

From our #T32026 mainstage, “Imagine a future where technology and human expertise still work side by side to deliver plans, without sacrificing the quality advisors are known for and the personalization clients need. ​And that’s exactly what we’ve built…​ CoPlanner, faster plans, more possibilities.” #CoPlanner #financialplanningsolution

From our #T32026 mainstage, “The next era of financial planning is intelligent. It’s adaptive. It’s collaborative. It’s faster. More intuitive. More personalized.” #fintech #financialplanningsoftware