The financial services technology company eMoney recently wrapped up its 12th annual eMoney Summit, where executives celebrated the firm’s 25 years in business and offered a preview of forthcoming platform innovations.
Reviewing the event with ThinkAdvisor, CEO Susan McKenna said the future couldn’t be brighter for both eMoney and its financial advisor clients — more than 1,500 of which attended the digital summit this year. That’s up from 1,200 last year, McKenna observed, reflecting eMoney’s rapid growth and the mounting importance of innovative planning technologies for wealth management professionals.
McKenna was joined in the discussion by Chad Porche, senior vice president of product management, who offered a detailed overview of eMoney’s 2025 progress and 2026 product roadmap. As the pair recounted, eMoney has launched 25 new features and updates in the last 12 months, including a premium client portal and eight new integrations with third-party planning platforms.
“There’s even more exciting stuff on the horizon that will allow eMoney to deliver more scalable and intelligent planning,” Porche said. “We’re also taking some amazing strides to unlock the power of planning data.”
Among the most exciting developments, McKenna and Porche said, is the anticipate rollout of a solution known as eMoney CoPlanner. The tool proactively analyzes a client’s full financial picture and suggests strategies tailored to specific goals, cutting as much as 48% off of the time required to build a tailored financial plan.
“CoPlanner is currently in beta testing with over 1,000 advisors,” Porche said. “Once it is rolled out fully, the amount of time and effort it’s going to save for our advisor-clients is hard to overstate. They are going to be able to provide planning as a service for many more clients as a result.”
McKenna said she hopes and expects that a more efficient planning process driven by the CoPlanner tool will benefit advisors’ clients across the wealth spectrum, but she’s particularly interested to see how the tool helps advisors deliver planning services to the mass affluent market segment.
"eMoney's mission is to help more people talk more confidently about money, and all of this innovation is built around that simple goal," she said.
Also expected in early 2026 is a fully updated version of the popular eMoney Goal Planning toolset, designed to make it easier for advisors to create, explore and compare multiple planning strategies in real time. Additionally, new data gathering and aggregation features will help advisors gain more control over how and when clients engage, while still capturing key information to enhance the planning process.
Porche further highlighted a new developer website that will soon be going live, designed to serve as a centralized hub where partners and developers can easily access APIs, components, integration documentation, use cases and best practices.
As Porche and McKenna highlighted, eMoney has added some 2,000 new data sources over the past three years — including 300 in 2025. Utilizing this data, Porche said, eMoney will launch a new machine learning-powered account type categorization engine next year.
Finally, the pair detailed new business intelligence capabilities that aim to help unlock the full potential of the data generated in the planning process.
Pictured: Susan McKenna
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