eMoney Advisor

eMoney is the leading provider of technology solutions and services that help people talk about money.

[eMoney Advisor @eMoneyAdvisor]

📢 Registration is now open for the 2026 eMoney Summit!

Join us virtually October 19 to 21 for a three-day event dedicated to simplifying workflows, strengthening client relationships, and enabling more confident financial decision-making.

Inspired by the theme “Powering What’s Possible,” the Summit features expert-led sessions, product roadmap previews, personalized 1:1 consultations, and opportunities to earn up to 15 CE credits.

Register today to secure your spot and take advantage of early bird pricing 👉🏽 https://t.co/2tAcEExwbe

#eMoneySummit26 #financialplanning

[eMoney Advisor @eMoneyAdvisor]

Feeling pressure to scale advisor value without sacrificing the client experience?

Leading enterprise firms are addressing this challenge by integrating technology with human-centered planning on a unified platform. This approach reduces operational complexity, streamlines client journeys, and supports sustainable growth.

Download the eBook to explore research-backed strategies shaping the future of enterprise planning 👉 https://t.co/HUbfT28kcZ

#enterprise #fintech #financialplanning

[eMoney Advisor @eMoneyAdvisor]

Scaling a practice shouldn't mean sacrificing the client experience.

See how client portals and repeatable processes can help advisors deliver greater consistency, accessibility, and engagement as their firms grow 👉 https://t.co/a2NtL5X3sH

#clientportal #financialplanning #fintech

[eMoney Advisor @eMoneyAdvisor]

Growth is good for an advisory firm. But as their practice grows, maintaining a personalized client experience can get harder. The answer isn't necessarily doing more for every client. It’s being more intentional about the moments that matter.

With the right combination of technology, workflows, and human connection, advisors can create capacity while still delivering an experience that feels personal, responsive, and relevant.

Read our latest LinkedIn article to explore how financial advisors can scale their practice without scaling down the client experience 👉 https://t.co/OoTzlx7ksW

#financialplanning #fintech

[eMoney Advisor @eMoneyAdvisor]

With the new Financial Assessment, advisors can engage prospects and plan participants with personalized financial insights in minutes, uncovering new opportunities to grow their business, all within one platform.

#fintech #financialplanning #financialplanningsolution

[eMoney Advisor @eMoneyAdvisor]

Cybersecurity isn't just about protecting your own systems. It's also about understanding the security practices of the vendors you trust.

As part of Cybersecurity Awareness Month, we're highlighting six important questions firms should ask when evaluating technology partners. A strong due diligence process can help identify potential risks and support more informed vendor decisions.

Read the full article for additional cybersecurity best practices 👉 https://t.co/sJKjErpT6K

#cybersecurityawareness #fintech #financialplanningtool

[eMoney Advisor @eMoneyAdvisor]

A successful estate plan involves more than just tax efficiency and wealth transfer. It focuses on helping clients maintain family relationships, clearly express their wishes, and establish a legacy.

Join our upcoming continuing education webinar, "Estate Planning That Delivers," to explore practical strategies for balancing financial and non-financial planning goals. You'll learn how to utilize technology and scenario modeling to help clients fully understand the impact of their plans.

Don't miss this opportunity to earn CE credit and gain actionable estate planning strategies. Reserve your spot today 👉 https://t.co/QWWFnhlfLy

#estateplanning #financialplanning

[eMoney Advisor @eMoneyAdvisor]

Financial planning conversations often reveal more than account balances and goals. They reveal how clients think, what they worry about, and what they need to feel ready to act. In this Heart of Advice post, RFG Advisory's Dr. Jordan Hutchison explains why better client context can lead to better planning.

Read more here 👉 https://t.co/m8opwvDgYQ

#financialplanning

[eMoney Advisor @eMoneyAdvisor]

Financial decisions are rarely made in isolation. This is why advisors make a difference. By helping clients recognize connections within their financial situation, evaluate trade-offs, and understand potential outcomes, advisors can foster more informed decision-making and build greater confidence in the planning process.

Read the Heart of Advice article to learn more: https://t.co/tDE1ETTE3y

#financialplanning

[eMoney Advisor @eMoneyAdvisor]

Compare strategies. Stress test recommendations.

Plan Comparison now makes it easier to evaluate how different planning strategies perform under potential life events and market conditions with What-If scenarios. Once you've identified the right path forward, you can save eligible plan changes directly to Base Facts.

#eMoney #financialplanning #fintech

[eMoney Advisor @eMoneyAdvisor]

For years, the reach of financial planning has been constrained by time, capacity, and access to expertise. The opportunity with intelligent technology isn't simply to do planning faster. It's to deliver the benefits of high-quality planning to more people than ever before.

Why expanding access to planning could be one of the industry's most important shifts:

✅ More clients receive comprehensive guidance
✅ Planners and advisors spend more time on relationships and judgment
✅ Firms scale planning without sacrificing quality

Read more in our recent blog post: https://t.co/f0AJ5Cu5y9

#financialplanning #fintech

[eMoney Advisor @eMoneyAdvisor]

A client's primary concern with insurance often goes beyond just the policy details. It's about understanding what happens when life takes unexpected turns.

Join us for an on-demand webinar to discover how scenario modeling can bring clarity to insurance planning. This approach can help identify coverage gaps and help clients understand how insurance fits into their overall financial goals.

Watch the webinar at your convenience 👉 https://t.co/BSx8LB71el

#financialplanning

[eMoney Advisor @eMoneyAdvisor]

We're excited to introduce Financial Assessment, a new advisor-branded experience designed to help advisors engage prospects earlier in their financial journey.

In just a few minutes, prospects can gain a personalized view of their financial picture, helping uncover potential planning gaps and creating a natural starting point for more meaningful conversations with an advisor.

Read the full press release to learn how Financial Assessment is helping advisors turn initial interest into lasting client relationships 👉 https://t.co/DVOm1tftyn

#fintech #financialplanning #financialplanningsoftware

[eMoney Advisor @eMoneyAdvisor]

More planning conversations in Decision Center.

This update adds 12 additional reports to Decision Center, helping advisors bring more analysis, client conversations, and planning decisions into a dynamic interactive planning experience.

#eMoney #DecisionCenter #FinancialPlanning

[eMoney Advisor @eMoneyAdvisor]

Why do some wealth management professionals keep improving while others plateau?

After two decades in planning, coaching, and leadership, Chad Hamilton has identified five habits that consistently separate top performers:

✅ Growth mindset
✅ Technology adoption
✅ Demonstrating value through planning
✅ Collaboration and coaching
✅ Human skills AI can't replace

Read more in our recent blog post: https://t.co/g8ZcjIOeWj

#financialplanning

[eMoney Advisor @eMoneyAdvisor]

An estate plan can be financially sound and still fall short of a client's goals.

Beyond taxes, liquidity, and wealth transfer, clients often care most about questions like: Will my loved ones understand my wishes? Will my family stay connected?

Join our CE webinar, Estate Planning That Delivers, and learn how to align estate plans with both financial and non-financial goals.

RSVP to save your spot: https://t.co/QWWFnhlfLy

#estateplanning #financialplanning

[eMoney Advisor @eMoneyAdvisor]

Financial planning should not be measured by the number of plans produced, but by the confidence, clarity, and intentionality it helps clients build.

This is why Bryan Koepp, Wealth Planning Executive for Regions Private Wealth Management, explains planning is a verb, not a noun, in our most recent blog post here 👉 https://t.co/SUS4FXzaEE

#financialplanning

[eMoney Advisor @eMoneyAdvisor]

What does it take to power what's possible in financial planning?

The agenda for the 2026 eMoney Summit is here. From future-focused mainstage perspectives and practical educational sessions to networking opportunities and product innovation, this year's event is designed to help advisors turn change into opportunity.

Explore what's in store and read the full press release: https://t.co/E2nAUfmbvn

#eMoneySummit26

[eMoney Advisor @eMoneyAdvisor]

Meet the eMoney team to discuss how leading firms are scaling planning, improving advisor productivity, and delivering more consistent client experiences.

We look forward to seeing you soon.

#enterprise #fintech #financialplanning #financialplanningsolutions

[eMoney Advisor @eMoneyAdvisor]

If you could ask @MichaelKitces anything, what would it be?

At Summit 2026, attendees can engage directly with Michael during a live, interactive AMA session.

Bring your questions, share your experiences, and learn alongside peers as you discuss successes, challenges, and trends shaping the profession.

Register today: https://t.co/E2nAUfmbvn

#eMoneySummit26 #fintech #financialplanning

[eMoney Advisor @eMoneyAdvisor]

Greetings from Snowbird, Utah!

The eMoney team is at @WealthEnhance this week, sharing ideas and exploring how financial professionals can evolve and improve the planning experience.

Swipe through for a few highlights from the event and some mountain adventures with our eMoney bear.

#fintech #enterprise #financialplanning #financialplanningsolutions