RADNOR, PA — eMoney Advisor has launched CoPlanner, a new feature designed to help financial advisors generate comprehensive financial plans more quickly while maintaining control over recommendations, the company announced.
The tool evaluates client data and produces planning strategies based on factors such as income, assets, taxes, retirement timing, and spending, according to the company.
eMoney said CoPlanner allows advisors to set parameters for potential strategies, including changes to savings, retirement age, and tax decisions, and to review or modify recommendations before finalizing a plan.
“CoPlanner compresses the analysis into seconds,” said Chad Porche, senior vice president of product at eMoney. “Advisors remain in control of every input, every assumption, and every decision.”
The company said the feature is built on rules-based logic developed by its internal team, including certified financial planners, and is designed to provide consistent and auditable results.
More than 2,000 users participated in beta testing that began in March 2025, with results showing up to a 48% reduction in plan-building time depending on complexity, according to the company.
Participants in the beta testing were also less likely to create plans that reduced key client goals such as retirement age or lifestyle spending, the company said.
The feature integrates with existing planning workflows, allowing advisors to adjust and update plans over time using the platform’s reporting and presentation tools.
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