New eMoney Experience Gives Prospects a Personalized Financial Picture in Minutes

The advisor-branded Financial Assessment helps advisors engage more prospects, creating a natural path to deeper planning relationships and business growth

RADNOR, Pa., Oct. 1, 2026 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of Financial Assessment, a new digital experience designed to help advisors engage prospects and plan participants earlier in their financial journey while creating new opportunities to expand their business.

The self-guided, one-page assessment provides prospects with a personalized summary of their financial picture across key planning areas such as spending, education and retirement. In just a few minutes, prospects gain meaningful insights into where they stand today and where potential gaps or opportunities may exist. For advisors, the assessment serves as a powerful conversation starter, helping transform introductory meetings into more meaningful and productive discussions. Rather than requiring the time and effort of building a comprehensive financial plan upfront, advisors can quickly identify a prospect's priorities, concerns, and unmet planning needs. This creates a low-friction way to demonstrate value early in the relationship, deepen engagement and uncover opportunities for ongoing advice, ultimately helping advisors convert more prospects into clients while supporting sustainable business growth.

"More people are using AI tools to answer financial questions on their own, whether they're thinking about retirement, paying for college, or managing day-to-day finances," said Chad Porche, senior vice president of product management at eMoney. "While AI can help people find information quickly, it often raises new questions about what those insights mean for their unique situation. Financial Assessment gives advisors a way to engage people at that moment with personalized insights that help move the conversation toward meaningful financial planning. It creates an opportunity for advisors to demonstrate value early and build trust before a prospect may be ready for a comprehensive financial plan."

Financial Assessment is available today to all Premium Client Portal users. Advisors simply send an invite, and recipients receive an email prompting them to create an account and access the interactive assessment, which can be branded to the advisor's firm. When prospects are ready to take the next step, their information remains within the eMoney platform, creating a connected experience that helps advisors engage, convert and serve clients more effectively throughout the financial planning journey.

To learn more about Financial Assessment, please visit emoneyadvisor.com/clientportal.

FAQs

What is Financial Assessment?

Financial Assessment is a new advisor-branded digital experience from eMoney that helps individuals evaluate their current financial situation across key planning areas such as spending, education and retirement. Through a simple, interactive assessment, users receive personalized insights and a summary of their financial picture, creating a foundation for more informed financial conversations with an advisor.

Who can access Financial Assessment?

Financial Assessment is available to advisors using eMoney's Premium Client Portal. Advisors can invite prospects, clients, or retirement plan participants to complete the assessment. Recipients receive an email invitation, create an account, and gain access to the interactive experience.

How does Financial Assessment benefit advisors?

Financial Assessment helps advisors engage prospects earlier in their decision-making process and demonstrate the value of financial planning before developing a comprehensive financial plan. By providing personalized insights and identifying potential planning needs, the tool helps advisors start meaningful conversations, build trust, uncover new business opportunities, and create a natural path toward long-term client relationships all in one platform.

Who is Financial Assessment best suited for?

Growth-oriented advisors who manage wealth clients and support a smaller number of retirement plans, particularly those looking for better ways to engage plan participants.

How is this different from the full client portal experience?

The Financial Assessment offers a lighter, more approachable entry point. It allows prospects to engage and receive value without the complexity or perceived commitment of a full client portal setup.

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, please visit: emoneyadvisor.com.

SOURCE eMoney Advisor, LLC