📢 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 👉🏽 bit.ly/4uK74Tb #eMoneySummit26 #financialplanning

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: bit.ly/46eke0x #eMoneySummit26 #fintech #financialplanning

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

We're excited to be part of @XYPNOfficial LIVE in San Diego. Visit Booth 203 for live demos of Premium Client Portal, CoPlanner, and more, and learn how eMoney can help you take a more holistic approach to financial planning. We hope to see you there! #xypnlive #fintech #financialplanningsolutions

Many financial professionals spend years building successful practices, only to discover that growth has created a new challenge: they’ve become the bottleneck. In Part 1 of our Accidental CEO series, executive coach Melanie McConville, RCC™, explores the warning signs that an advisor has outgrown the solo-practice mindset and why sustainable growth starts with designing a business that supports both clients and long-term goals. Read more: bit.ly/4ruh0zO #financialplanning

Technology fragmentation develops over time. As firms evolve through acquisitions, shifts in advisor preferences, and changing client needs, disconnected planning experiences can emerge, affecting data quality, client experiences, operational efficiency, and future innovation. In our latest eBook, eMoney leaders explain how unified planning technology can help firms build a stronger foundation for growth, scalability, and AI readiness. Download here: bit.ly/4ivZMQ9 #enterprise #fintech #financialplanning

Personalization and efficiency don't have to compete. With segmentation, repeatable processes, and the right technology, advisors can create consistent communications while preserving personal attention for the moments that matter most. Learn more 👉 bit.ly/4dEtgrB #financialplanning

The biggest barrier to technology adoption may not be what you think. Early planning data suggest that trust, not access, remains one of the most important factors in shaping adoption. As intelligent planning tools become more integrated into advisor workflows, understanding how they work and where advisors maintain control is becoming increasingly important. Explore the latest Heart of Advice article to learn more 👉 bit.ly/4Am0KVt #financialplanning

Summer pricing for the 2026 eMoney Summit ends TODAY. Don’t miss this opportunity to save on three days filled with insights, innovation, and inspiration to help you explore what’s possible. Check out the agenda and register now before prices increase to their regular rates 👉 bit.ly/4xL0kX2 #eMoneySummit26 #fintech #financialplanning

As clients face increasingly interconnected financial decisions, planning firms can bring specialized expertise together in ways that strengthen, rather than fragment, the client experience; for many firms, this can lead to deeper relationships and more coordinated advice. In this latest Heart of Advice article, Heather Welsh explores: • Building team-based planning capabilities • Standardizing processes without creating a cookie-cutter experience • Using technology to support better client conversations • Scaling planning while keeping advice personal As financial planning evolves, it's a conversation worth having. Learn more: bit.ly/4qcTPcs #financialplanning

Summer may be coming to an end, but there's still time to secure your place at Summit 2026 at our discounted summer rates. Join financial planning leaders, industry experts, and peers for three days of practical education, fresh perspectives, product innovation, and valuable networking designed to help you power what’s possible. Register by September 22 to take advantage before summer pricing ends 👉 bit.ly/4xL0kX2 #eMoneySummit26 #fintech #financialplanning

Did you know 84% of clients actively use their portal when given access, and those who frequently engage with it demonstrate a 35-point increase in trust? The key takeaway? Collaboration doesn't have to end when the meeting does. The strongest client relationships are built through consistent engagement between planning conversations. Client portals can help keep clients informed, connected, and actively involved in their financial plans. Learn more 👉🏽 bit.ly/4r7yDp7 #clientportal #financialplanning #fintech

What happens when technology, data, and human expertise come together? At the eMoney Summit, Connor Sung, VP of Practice Management at eMoney, will join industry leaders Chuck Failla, Jennifer Baick, and Erik Evans, for an insightful discussion on how firms are adapting to rising client expectations, increasing planning complexity, and the new opportunities presented by technology, data, and AI. Join us for Powering What’s Possible: Redefining the Planning Experience to hear how advisory firms are preparing for the future. Register for eMoney Summit to be part of the conversation. RSVP for your space 👉 bit.ly/4xL0kX2 #eMoneySummit26 #AI #fintech #financialplanning

Is your planning process equipped to support clients across different levels of financial complexity? While some clients focus on retirement savings, cash flow, and protection planning, others may need guidance on taxes, estate planning, business ownership, and legacy goals. The challenge isn't recognizing these differences. It's ensuring that your service model and technology can support both. Learn more 👉🏽 bit.ly/4fFBXCm #financialplanning

We’re proud to be recognized in the @investmentnews 2026 5-Star Technology report for CoPlanner, our new feature that helps advisors build high-quality financial plans in seconds. Read more: bit.ly/3UYD0Xt #fintech #financialplanning #eMoneyProud #CoPlanner

We're pleased to announce @NeilPasricha as a keynote speaker at this year's Summit. A leadership and happiness expert, New York Times bestselling author, and one of the world's most popular TED speakers, Neil Pasricha has spent his career helping individuals and organizations create more positive, engaged cultures. In his keynote, Neil will share practical perspectives on how happiness, gratitude, and optimism can strengthen relationships, foster trust, and help people thrive in times of change. Join us at Summit to discover how happiness can help power what's possible. Register today and save your seat 👉🏽 bit.ly/4xL0kX2 #eMoneySummit26 #fintech #financialplanning

Is transparency a feature or a growth strategy? Leading firms are going beyond just providing clients with access to information. They are integrating transparency into every aspect of the client experience through documented processes, collaborative planning, and tools that help clients better understand their options and outcomes. The result? Stronger relationships, increased confidence, and growth opportunities. Read the blog to discover how enterprise firms are transforming transparency into a competitive advantage 👉🏽 bit.ly/4yG0C1z #enterprise #fintech #financialplanning

Clients are not only evaluating financial professionals based on the financial plans they provide; they are also considering the clarity, confidence, empathy, and direction they receive. As financial information becomes more accessible, an advisor's value proposition must extend beyond deliverables. It should emphasize their commitment to the relationship, helping clients navigate uncertainty, making confident decisions, and understanding the changes that occur because they chose to work with you. Read our latest blog to learn how to identify, articulate, and communicate your value more effectively 👉🏽 bit.ly/45JBdaI #financialplanning

We're excited to welcome @iamthezack to the Summit stage. As the former Head of Go-To-Market at @OpenAI, global AI advisor, and author of The Next RenAIssance, Zack Kass helps leaders around the world understand emerging technologies and prepare for what's next. His keynote will offer valuable perspectives on navigating change and approaching the future with confidence. Join us at Summit to see how today's decisions can help power what's possible tomorrow. Register today and save your seat 👉🏽 bit.ly/4xL0kX2 #eMoneySummit26 #financialplanning #fintech

"The best technology... eliminates the most friction between data, planning, and action," our Head of Product Tom Sullivan tells @investmentnews. Tom shared the firms that come out ahead will generate the most advisor capacity per dollar of technology investment but may not have the biggest tech stacks. Read more of Tom’s takes in the story from Gregg Greenberg: investmentnews.com/practice-… #AI #financialplanning #fintech

Watch this message from CEO Susan McKenna for a preview of what we'll be sharing at the 2026 Summit and why we're excited about the ways financial planning is powering what’s possible. Register before summer pricing ends on September 22 👉🏽 bit.ly/4xL0kX2 #eMoneySummit26 #financialplanning