The Daily Brief
eMoney summit 2018

eMoney Foundational Planning Coming January 2019

In a single planning engine, advisors will be able to support clients with situations ranging from simple to complex.

Advisors that use the eMoney Advisor platform now have a firm time frame for availability of an already anticipated outgrowth of the firm’s planning software: January 2019. That is the scheduled rollout for general availability of eMoney’s Foundational Planning.

Foundational Planning is meant to be used with clients that have less complex needs. It was demonstrated by eMoney’s Head of Product Jess Liberi during a product roadmap presentation at eMoney’s Annual Summit being held through Wednesday in Orlando, Fla. 

As a line in the prepared statement puts it: “Simply put, advisors can produce more plans for more clients.”

Scalability, simplicity and fewer inputs are important aspects of the new set of features within the eMoney’s goals-based online planning software. The new features have a focus largely on retirement, education, spending goals and asset allocation. They also have been designed with both individual and corporate enterprise wealth managers in mind. They’re built on the same engine that powers eMoney’s Advanced Planning tools, which will allow advisors to easily transition clients into the more comprehensive tools as their financial situations evolve.

Life insurance analysis will be added later in 2019.

Thirty percent of advisor respondents in Wealth Management's 2018 technology survey reported using eMoney for financial planning. 

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