Financial advisors and their clients on the eMoney platform can look forward to an improved planning experience, courtesy of fresh updates from the financial planning software firm.
eMoney Advisor has announced considerable enhancements to Decision Center, its interactive planning tool, as part of ongoing efforts to enhance collaboration and client engagement.
Following earlier updates to the platform’s client portal this year, as well as a collaboration with AdvicePay aimed at fee-for-service advisors, the revamped Decision Center introduces a more flexible and user-friendly workspace.
The financial planning software and Fidelity Investments company said these changes are designed to facilitate more effective collaboration between advisors and their clients, allowing advisors to more clearly demonstrate how certain actions impact financial plans
The updates also include a visual refresh to the eMoney interface aimed at improving the overall advisor user experience.
"Designed for more flexibility, the new experience offers deeper engagement in the planning process, fosters more collaborative planning conversations, and strengthens advisor-client relationships," Chad Porche, eMoney’s senior vice president, product management said in a statement.
Among the key features of the enhanced Decision Center are an improved user interface that minimizes the number of clicks required for essential actions, enabling advisors to stay on a single screen to showcase various scenarios and their projected impacts.
The platform also now boasts updated navigation, fonts, footers, and icons for a modernized appearance. Additionally, report navigation and modifiers have been enhanced to facilitate ease of use as the report library expands.
The latest moves add to eMoney’s lengthy history of improvements to its Decision Center. During its annual Summit conference in 2022, the firm took the opportunity to highlight its improved capabilities and lofty expectations for the cash flow-based planning product.
“Over the past year, we’ve integrated even more capabilities [in Decision Center] in an effort to create that one true hub for all planning workflows and activities, and to make creating, editing and presenting plans in an interactive and engaging way even easier,” director of product management Ricky Illigasch said at the time.
Beyond the newly added features, eMoney Advisor has also teased additional updates to both advisor and client experiences in 2024 and beyond, including a new Client Portal feature that will transform how clients view and interact with their financial plans, according to the firm.
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
With elder scam losses near $3 billion, 52 groups urge senators to pass H.R. 9500 before a new Congress resets the clock
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
