eMoney Advisor Unveils Product Roadmap Focused on 'Always-On Planning' at Annual Summit
At the 2026 eMoney Summit, eMoney Advisor presented its product roadmap centered around an "always-on planning" vision aimed at creating a more connected and intelligent financial planning experience. The company emphasized three strategic actions: filling plans effortlessly, making plans think through AI-driven insights, and embedding intelligence throughout the platform to continuously adapt to clients' changing financial situations. eMoney CEO Susan McKenna highlighted business growth metrics including over 6,000 new users and 500,000 additional households added in the past year. The roadmap includes features like Financial Assessment for client onboarding, Lead Capture for prospect engagement, Document Processing to automate data entry from financial documents, and expanded capabilities of CoPlanner, which has already saved advisors significant time by generating draft plans. The company aims to reduce administrative burdens while enabling more proactive advisory services through integrated technology. These updates are expected to enhance advisor efficiency and deepen client relationships.
Topics: advisor tools financial planning technology innovation