Business Transformation | 11.02.26

eMoney Platform Preps AI Assistant for CoPlanner Tool

by: James Rogers

eMoney Advisor plans to launch CoPlanner Chat next year, adding an AI assistant to its CoPlanner financial-planning tool, currently in beta testing. The chat interface will let advisors retrieve client information, explore assets such as real estate and model strategies including Roth conversions. CoPlanner already generates personalized recommendations using client data. Morningstar research found 80% of advisors use AI, although relatively few apply it to advanced capabilities such as workflow automation.

Read the full article on InvestmentNews