eMoney Advisor presents Product Roadmap dedicated to "always-on planning" to kick off annual Summit. Oct 19, 2026, 12:00 ET New feature releases are organized around three strategic actions that create a more connected, intelligent planning experience: filling the plan effortlessly, making the plan think, and putting intelligence everywhere RADNOR, Pa., Oct. 19, 2026 /PRNewswire/ - eMoney Advisor ("eMoney"), a leading provider of technology solutions and services that help people talk about money, today presented its product roadmap and vision to more than 1,400 financial professionals during the 2026 eMoney Summit, taking place virtually through Oct. 21. eMoney CEO Susan McKenna delivered opening remarks on how eMoney is powering what's possible for advisors, clients and the future of financial planning, highlighting the business momentum and product adoption. In the past year, more than 6,000 new users and 500,000 households were added to the eMoney platform. "Powering what's possible is about helping advisors spend less time managing complexity and more time delivering meaningful outcomes. By combining innovative technology with the human expertise clients value most, we're helping firms deepen relationships, scale their impact and bring the benefits of financial planning to more people," McKenna said. Building on that vision, Head of Product Tom Sullivan then joined Senior Vice President of Product Management Chad Porche to share eMoney's product vision and roadmap centered on "always-on planning," where connected data, intelligent analysis and advisor expertise work together to continuously monitor and adapt to changes in a client's financial life. "Financial lives change every day, but planning systems have traditionally worked in moments," said Sullivan. "Our vision for always-on planning is to help advisors move beyond periodic reviews by creating a planning experience that continuously evolves alongside a client's financial life. By combining trusted planning intelligence, connected data and advisor expertise, we're helping firms identify opportunities sooner, deliver more proactive guidance, and deepen client relationships." Product Roadmap and Vision eMoney's roadmap is organized around three strategic actions that create a more connected, intelligent planning experience: filling the plan effortlessly, making the plan think, and putting intelligence everywhere. Fill the Plan Effortlessly To improve efficiency and eliminate manual work, eMoney is expanding the ways advisors and clients can bring information into the planning process. New and upcoming capabilities include: * Financial Assessment: Released in September 2026, the new prospecting tool for Premium Client Portal users allows prospects and clients to gain personalized financial insights through a guided digital experience, creating an accessible entry point into financial planning. * Lead Capture: Expected in December for Premium Client Portal users, Lead Capture gives advisors a simple way to begin engaging prospects before they enter a formal planning relationship through an interactive experience that can be shared directly or embedded on firm websites. * Document Processing: Launching in December, Document Processing transforms client documents into trusted planning data by automatically extracting, mapping and validating information from financial documents such as W-2s and investment statements. "Advisors told us they want to spend less time gathering and reconciling data and more time helping clients make informed decisions," said Porche. "Everything in this area of our roadmap is designed to reduce administrative burden and create a faster path to meaningful planning conversations." Make the Plan Think eMoney is expanding its intelligent planning capabilities that help advisors identify opportunities and generate actionable recommendations. Key roadmap updates include: * CoPlanner: Launched earlier this year, CoPlanner has created more than 165,000 draft plans and saved advisors nearly a quarter to half of their planning time. Expanded capabilities are expected in 2027, including CoPlanner Chat. * Smart Presentation Templates and Narratives: Earlier this year, eMoney launched Smart Presentation Templates to help CoPlanner turn recommendations into client-ready presentations. Building on that capability in 2027, personalized client Narratives help advisors clearly explain report insights, why they matter, and how they align with a client's goals. * Tax Analysis: Currently in beta, Tax Analysis uses document intelligence to analyze a client's tax return and supporting schedules, generating structured summaries and surfacing opportunities such as qualified charitable distributions, tax-efficient giving strategies and potential IRMAA considerations. * Healthcare Expense Planning and Qualified Charitable Distribution Modeling: New modeling capabilities scheduled for release before year-end will help advisors estimate healthcare costs in retirement and evaluate charitable giving strategies. * Estate Analysis: Planned for next year, Estate Analysis will help advisors translate wills and trusts into actionable planning insights through estate flowcharts, trust summaries, family trees and planning reports. * Portfolio Analytics: Expected to enter beta next year, Portfolio Analytics will integrate investment analysis directly into the planning experience, allowing advisors to evaluate portfolio changes in the context of client goals, taxes and retirement outcomes. Put Intelligence Everywhere Recognizing that planning insights deliver the greatest value when embedded in advisor workflows, eMoney continues to drive innovation through new technologies that extend planning intelligence beyond the financial plan itself. Highlights planned for 2027 include: * Model Context Protocol (MCP) Framework: A new framework designed to make eMoney's planning intelligence securely available in the systems, workflows and AI-powered experiences firms already use. * Developer Site MCP: New tools and resources that help firms and technology partners build integrations and AI-powered workflows more efficiently. * eMoney MCP: A secure framework that enables approved systems and agents to access eMoney planning capabilities while maintaining governance, auditability and control. "Planning intelligence should not live in a single screen," added Sullivan. "Our goal is to make planning insights available wherever advisors are working, helping them act on opportunities faster while continuing to rely on the trusted planning engine at the core of eMoney." By reducing manual work, surfacing opportunities proactively and making planning insights more accessible, eMoney is helping firms deliver advice that is more personalized, scalable and impactful. Summit Experience Day 1 continued with a panel discussion moderated by Connor Sung, vice president of practice management. He spoke with three eMoney clients about how they deliver better financial planning experiences: * Chuck Failla, CFP(R), founder and CEO, Sovereign Advisors * Jennifer Baick, MBA, CFP(R), CDFA(R), vice president, Financial Planning Group, Mercer Advisors * Erik Evans, CFP(R), founder, GoalQuest Advisors "The advisor's job is moving away from answering questions, and it's getting more into helping a client make sense of it all," said Evans. "Ultimately, we have to be able to make recommendations and communicate them clearly to the client. That's the leverage technology brings to the table." Later today, attendees can connect with industry leader Michael Kitces during an interactive "Ask Me Anything" session in the networking lounge. Additional Summit highlights include keynotes from Neil Pasricha, bestselling author and happiness expert, and Zack Kass, former Head of Go-to-Market for OpenAI; 1:1 coaching with eMoney experts; sponsor breakouts; and CFP(R) Continuing Education sessions covering retirement and legacy planning, tax and estate strategies, client engagement, insurance, equity compensation, and practical approaches to helping advisors deliver stronger client outcomes. The 2026 eMoney Summit is sponsored by Fidelity, Allianz Life, Wealth.com and Zocks. For real-time updates on the Summit, follow eMoney on X and LinkedIn, or search the hashtag #eMoneySummit26. About eMoney Advisor, LLC eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, visit emoneyadvisor.com. SOURCE eMoney Advisor, LLC

AdvisorFlow vs PreciseFP: Best onboarding software for advisors. If you're a Canadian financial advisor evaluating onboarding software, you might have noticed PreciseFP gaining traction in the US market. While both platforms handle client data collection and engagement, they're built for different regulatory environments and advisor bases. AdvisorFlow'll be comparing AdvisorFlow and PreciseFP across four key categories: Data & Integrations, Functionality, Support, and Pricing. Its goal is to help Canadian advisors understand how they stack up. Inside This Article: * How Canadian and US onboarding platforms differ in integrations and compliance. * Why functionality matters: onboarding focus vs lifecycle management. * Pricing and team scalability: where AdvisorFlow and PreciseFP diverge. * Which platform makes sense for Canadian advisory practices. Data & Integrations comparisons. AdvisorFlow integrates with key Canadian platforms including Equisoft, Maximizer, Cloven,and Laylah; trusted by MGAs such as Hub Financial, Gryphin Advantage, and Financial Horizons. Client data syncs across your approved applications, ensuring a consistent client experience and eliminating manual re-entry. This creates a 360-degree client view across your tech stack with automated data flows. PreciseFP integrates with popular US financial planning tools like eMoney and MoneyGuide. It connects to CRM platforms like Salesforce and Redtail, and custodians like Charles Schwab. However, it doesn't have the same depth of Canadian integrations that AdvisorFlow offers. PreciseFP focuses primarily on US financial planning and CRM platforms. Winner. AdvisorFlow, for Canadian-specific integrations. If you use any of these platforms (Equisoft, Maximizer, Cloven, etc.), AdvisorFlow is the clear choice. Functionality comparison. AdvisorFlow. AdvisorFlow is designed specifically for Canadian advisors and implements PIPEDA compliance into every workflow. Key features include: * Best Practice Templates: Pre-built, industry-standard forms, including discovery and risk assessments, to ensure alignment to the Canadian market. * Form Genie: Turn existing PDFs into fillable digital forms for easier data collection and setup. (Beta) * Team Management: Assign tasks, monitor progress, and collaborate across advisor teams and back-office staff with customizable workflows * Compliance and Control: Set clear standards while maintaining advisor flexibility within approved guidelines * Client Dashboard: Allow clients to securely view and complete documents, forms, and input financial information in one place. * Community Form Library: Browse a shared library of forms built by advisors, duplicate and customize existing forms instead of building from scratch. * Calendly Booking: Let clients schedule meetings directly through your AdvisorFlow portal * Executive Summary: Generate high-level summaries of client information to maintain a clear, documented record for reviews and compliance checks. * Secure Document Exchange: Share and receive documents securely within the client portal, giving advisors and clients a centralized place to exchange files throughout the onboarding process. * Form PDF Export: Export finalized client forms as polished PDFs for storage or sharing * CRM Integrations: Connect with leading CRMs, including Equisoft, Maximizer, Cloven, and Laylah to keep client data connected. AdvisorFlow advisors save 2 hours per new client onboarding, freeing up time to focus on relationships and uncovering opportunities. PreciseFP. PreciseFP offers a comprehensive feature set focused on ongoing client engagement and the entire client lifecycle. Key features include: * Customizable Fact Finders: Personalized questionnaires tailored to individual client profiles * Risk Tolerance Tools: Scientifically-validated risk assessment questionnaires for personalized recommendations * Digital Service Agreements: Built-in e-signature functionality for service agreements and advisory documents * KYC and Compliance Tracking: Data quality scores and account timelines for regulatory compliance * Workflow Automation: Eliminate manual data entry and repetitive tasks * Lead Nurturing Toolset: Contact forms, lead magnets, surveys, and quizzes built-in * Custodial Forms: Pre-built templates for account openings, transfers, ACH authorizations, and IRA agreements * Account Pipelines: Build custom workflows to move clients along their journey * Automated Reminders: Follow-up emails prompt clients to complete forms within specified timeframes PreciseFP is designed for managing the entire client lifecycle, not just initial onboarding. It supports annual client reviews, regular engagement (12-18 times per year), and lead nurturing all within one platform. It depends on your needs. AdvisorFlow delivers a strong foundation for onboarding with features that also support ongoing client management, including team collaboration, secure document exchange, CRM integrations, and workflow automation. PreciseFP offers a broader feature set for firms looking to manage the entire client lifecycle, with additional tools for lead nurturing, ongoing engagement, and annual reviews. Support comparison. AdvisorFlow offers a 30-day free trial with full feature access, along with complimentary onboarding and setup sessions to help users get started. After purchase, users have access to unlimited email support for ongoing assistance. An optional Premium Onboarding package is also available and includes workflow customization, form imports, and team training. PreciseFP provides a comprehensive help center with articles and resources. They offer live demos and include onboarding resources through their Resource Partners program, which provides implementation assistance. PreciseFP has official Resource Partners offering concierge-level implementation to help you maximize results. It's a tie. AdvisorFlow stands out for included onboarding and ongoing unlimited support after purchase, with Premium Onboarding available for practices that want additional hands-on setup. PreciseFP offers a comprehensive help center and access to Resource Partners for more personalized, concierge-level implementation support. The better fit ultimately depends on whether you prioritize included ongoing support or more specialized implementation assistance. Pricing comparison. * Essential Plan: $70/user/month or $770/user annually (per user, 200 client profiles) * Optional Premium Onboarding: $999 one-time fee (includes workflow customization, form imports, and team training) Pricing is transparent upfront with no hidden add-ons. Teams can add additional users, each user billed at the same $70/user/month Essential Plan rate. Additional discounts are available through MGA partnerships. * Standard Plan: $89/month (per user, 100 account profiles) * Enterprise Plan: Custom pricing for businesses with 10+ employees PreciseFP's Standard plan offers add-on charges for additional users, teams, and client profiles. Custom quotes are offered for Enterprise pricing. AdvisorFlow, for transparent pricing in CAD and better team scalability. AdvisorFlow's $70 CAD/month is significantly lower than PreciseFP's Standard plan (approximately $125 CAD when converted from $89 USD). Plus, an AdvisorFlow subscription includes unlimited client capacity, with no monetary limitations as your client base grows. The verdict. AdvisorFlow is built for Canadian advisors. It's PIPEDA-compliant from the ground up and integrates with the Canadian platforms you already use. Advisors report saving 2 hours per client onboarding, freeing up time to focus on relationships. Pricing is transparent in CAD, team collaboration is built-in, and compliance automation reduces back-office burden. It's purpose-built for the onboarding stage of the client lifecycle. PreciseFP is built for the US market and manages the entire client lifecycle. It excels at ongoing client engagement, lead nurturing, and annual reviews all in one platform. It offers scientifically-validated risk assessment tools and sophisticated workflow automation. If you're operating in the US, PreciseFP is a comprehensive solution. For Canadian advisors, it's less ideal due to PIPEDA compliance and integration gaps. For Canadian advisors: AdvisorFlow is the clear choice for Canadians. It's designed for your compliance requirements and integrates with platforms you may already be using.