RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining its strategic roadmap for advisors. The three-day virtual event, marking eMoney’s 25th anniversary, drew more than 1,400 attendees from across the financial services industry, including RIAs, broker-dealers, banks, and insurance firms.
Chief Executive Officer Susan McKenna reflected on eMoney’s evolution and impact over the past quarter-century, citing recent milestones such as the rollout of 25 new product features and integrations, the addition of 26,000 users, and a 96% customer satisfaction score. “The future of planning is dynamic, inclusive, and technology-enhanced—but undeniably human,” McKenna said, emphasizing that empathy remains central to the advisor-client relationship even as automation expands.
The event’s keynote sessions featured leading advisors who shared practical insights on client engagement and planning innovation. Matthew Schulte, eMoney’s head of financial planning, moderated a discussion with long-time clients including Beratung Advisors’ Gregory Furer, Waverly Advisors’ James Werner, and Key Financial’s Patti Brennan, who explored strategies for serving clients amid rapid industry change.
Head of Product Tom Sullivan introduced the company’s product roadmap, built around three themes: intelligent, scalable planning; seamless collaboration; and data-driven insights. Sullivan previewed several forthcoming tools, including:
- CoPlanner, currently in beta, which uses AI-driven analysis to recommend customized strategies, already cutting advisors’ prep time nearly in half.
- Enhanced Needs Analysis, offering guided goal-based planning for retirement, education, and insurance.
- Next-generation Foundational Planning and Goal Planner tools, expected in 2026, designed to simplify workflows and real-time scenario modeling.
eMoney also announced enhancements to its client-facing technology, including the Premium Client Portal, a new mobile app, and expanded data aggregation capabilities powered by machine learning.
“Financial planning today—and even more so tomorrow—needs to be interactive, adaptable and intelligent,” said Sullivan. “Just as we’ve led the evolution of planning over the last 25 years, we’re more committed than ever to helping you shape what comes next—by bringing more people into the planning process and making sure you have the right tools to do it well.”
The Summit continues through October 22 with sessions featuring industry experts, continuing education opportunities, and hands-on workshops exploring the intersection of technology, client experience, and advisor growth.
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