eMoney Advisor Details AI Planning Roadmap

eMoney Advisor presented a product roadmap focused on continuous financial planning during its 2026 summit, the company said in a press release. The roadmap covers automated data collection, AI assisted analysis and access to planning tools from other systems.

Document Processing will launch in December 2026 and extract, map and validate information from financial documents. Tax Analysis is currently in beta, while new tools for health care expense planning and qualified charitable distribution modeling are due before the end of 2026.

The company plans to expand CoPlanner in 2027 with a chat interface and personalized narratives for client reports. CoPlanner has generated more than 165,000 draft plans, with eMoney estimating that it reduces planning time by about 25 to 50 percent.

Also planned for 2027 are Model Context Protocol frameworks that will let approved systems and AI agents access eMoney planning functions under governance, audit and access controls. Estate Analysis is planned for 2027, when Portfolio Analytics is expected to enter beta.