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eMoney Advisor Presents Product Roadmap Focused on Collaborative Planning during Annual Summit

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New proprietary research explores financial planning collaboration and technology adoptioneMoney leadership details new updates and features guided by research that enable more collaborative planning between advisors and clients

RADNOR, Pa., Oct. 21, 2024 /PRNewswire/ – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today presented new proprietary research and previewed its product roadmap and vision during the first day of the 2024 eMoney Summit, the top virtual conference for financial professionals, which is being held through Oct. 23. 

eMoney CEO Susan McKenna welcomed an audience of more than 1,400 financial professionals to the eleventh Summit, sharing highlights from the past year with a special focus on the company’s commitment to collaboration. Head of Financial Planning Matt Schulte and Dr. Emily Koochel, manager of financial wellness, then took the stage to detail new research findings that showcase the importance of collaborative planning – defined as advisors and clients using financial planning technology to work together throughout the planning process. 

Planning Better Together Research 
The research1, which reflects the data from surveys completed by more than 650 advisors and 1,200 end-clients in the spring of 2024, determines that clients want to be involved in the planning process and that there are key collaborative activities advisors can employ to provide the best outcomes. The top five actions advisors can take inside of financial planning technology to improve collaboration with clients include:   

Comparing plan options and stress testing the plan to simulate potential future eventsAnalyzing the current course of action for the planDemonstrating different scenarios or options and competing courses of action, showing the impact of choices on the planReviewing the assumptions and estimates used to develop the recommendations andReviewing and refining recommendations by analyzing potential alternative courses of action and strategies

“Personalization is essential in this process. By tailoring the approach to each client’s unique needs, advisors lay the groundwork for effective collaboration. This ensures that clients feel their input is valued, leading to more satisfactory and achievable financial plans,” said Koochel. 

Product Roadmap and Vision 
This research has directly informed eMoney’s product roadmap and vision, which is focused on providing technology that helps advisors plan better together with their clients. Head of Product Tom Sullivan previewed the product roadmap items that will enable a faster, easier and more intuitive planning process. 

“As we get into our strategic roadmap, you’ll see an emphasis on creating flexible options to help you get more people into the planning process with right-sized conversations that allow you to engage with clients and prospects as efficiently as possible,” said Sullivan. 

Chad Porche, senior vice president of product management, and Ricky Illigasch, vice president of product management, joined Sullivan to present recent and forthcoming enhancements on the product roadmap, which include: 

eMoney Aggregation: Available now as a standalone solution, firms can enhance their client experience by consolidating financial data from multiple sources into one comprehensive data set.Premium Client Portal Experience: Coming in early 2025, it will offer advanced features designed to provide a more engaging and interactive digital user experience such as a mobile app, interactive area and personalized homepages.Improved Foundation Planning: A reimagined, faster and more intuitive foundational planning workflow, offering a consistent user experience that simplifies plan creation and enhances collaboration between advisors and clients.Decision Center Updates: Enhancements to further streamline and consolidate the advanced planning experience with expanded reports and a more interactive interface while allowing advisors to compare and stress-test recommendations more effectively.Enhanced Goal Planner: Additional robust scenario comparison features in the Goal Planner, making it easier to visualize different financial outcomes and refine planning strategies in real time.Improved Healthcare Expenses and Cryptocurrency Support: Expanding support for healthcare expenses and incorporating cryptocurrency holdings into clients’ financial plans.eMoney Insights: A new solution that streamlines plan creation by analyzing a client’s data and generating actionable approaches in Decision Center — helping advisors quickly create comprehensive plans while reducing effort and complexity.Financial Scorecard: A streamlined view of key data, delivering a comprehensive score based on existing information that allows advisors to access essential insights in one centralized location and take informed actions that drive results.

“Our commitment to enhancing every aspect of the planning experience ensures that we remain best-in-class for the next 10 years and beyond. By focusing on the client experience, advisor experience, and firm experience, we are helping you deliver personalized, impactful financial planning to more clients than ever before,” Illigasch said to conclude the keynote presentation. 

The team also reflected on the past 12 months, during which eMoney has delivered nearly 30 product updates based largely on client feedback. These updates include a revamped Client Portal, an enhanced Decision Center experience with new reports and solvers, the customizable “My Advisor” page and the “My Plan” tab within the Client Portal. 

Summit Experience 
In addition to mainstage speakers, attendees will hear inspiring keynotes and insightful panel discussions, including: 

“Collaborate Faster and Further, Together,” presented by Erica Dhawan, award-winning keynote speaker and author”Trends and Transformation: A Look at the Global Economy,” delivered by Roben Farzad, journalist, broadcaster and host of public radio’s “Full Disclosure””Is My Advisory Firm Normal? 6 KPIs to Track and Compare,” presented by Michael Kitces, industry thought leader”Planning Better Together: Intersection of Trust, Collaboration, and Technology,” a panel discussion featuring advisors and industry experts 

Summit attendees can also earn up to 15 continuing education credits through sessions that have been accepted by the CFP Board; participate in personalized one-to-one consultations; explore more than 30 breakout sessions; join peer-to-peer roundtables; connect with peers in the networking lounge; and give feedback on the development of the latest eMoney features by visiting the Product Experience. 

The 2024 eMoney Summit is sponsored by Fidelity Investments, Fidelity Charitable, Allianz, MaxMyInterest, Nationwide, Finteract, Flourish, and Vanilla. 

For real-time updates on the Summit, follow eMoney on X (Twitter) and LinkedIn, or search the hashtag #eMoneySummit24. 

To view the Summit agenda, please visit emoneyadvisor.com/summit/schedule/.

About eMoney Advisor, LLC   
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.   

1eMoney Planning Better Together: The Value of Collaborative Planning, June 2024 

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SOURCE eMoney Advisor, LLC

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KeyStone Solutions Wins 2026 MSP 501 Vanguard Award for Innovation

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November 8, 2026

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KeyStone Solutions, a managed IT and cybersecurity provider based in Cleveland, Tennessee, has won the 2026 MSP 501 Vanguard Award from Channel Partners and MSP Summit. The award recognizes managed service providers at the forefront of technology and service innovation.

CLEVELAND, Nov. 8, 2026 /PRNewswire-PRWeb/ — KeyStone Solutions, LLC has won the 2026 MSP 501 Vanguard Award from Channel Partners and MSP Summit. The award was presented Sept. 30 at the MSP 501 Gala during the MSP Summit in Orlando, Fla.

“Our team has done tremendous work over the last year to modernize and automate our service delivery.” Preston West, CEO, KeyStone Solutions

The MSP 501 Special Awards are application-based. A panel of industry leaders, including top global MSPs, analysts and past award recipients, judges each entry.

The Vanguard Award goes to a company at the forefront of technology and service innovation in the managed services channel, including AI, cybersecurity and cloud. Winners use original thinking to meet clients’ needs and to drive their own financial success.

“We are honored to be recognized. Our team has done tremendous work over the last year to modernize and automate our service delivery. I couldn’t be prouder of their hard work and their focus on the customer experience,” said Preston West, CEO of KeyStone Solutions.

“To qualify for the Vanguard award, companies had to document what they have done in terms of innovative and original thinking in meeting clients’ needs and how this has contributed to the company’s overall financial success,” said Dave Raffo, MSP 501 editor who oversees the awards process. “These are among the most innovative MSPs in the world.”

“The MSP 501 Special Awards represent the pinnacle of achievement in the managed services industry, recognizing organizations and individuals who have demonstrated extraordinary leadership, innovation, and impact,” said Robert DeMarzo, VP Content, Informa Channels, which conducts the MSP 501 survey each year.

About KeyStone Solutions, LLC

KeyStone Solutions is a managed IT and cybersecurity company based in Cleveland, Tennessee. Since 2006, KeyStone has worked as the IT department for hundreds of small and mid-sized businesses, with customers headquartered in 15 states. Its ITTaaS® (IT Team as a Service) offering delivers help desk support and cybersecurity, with optional vCISO and GRC services, and the company now provides AI services. KeyStone holds a SOC 2 Type II report and is a Microsoft 365 Solutions Partner. Learn more at keystone.solutions.

About Channel Partners, MSP Summit and the MSP 501

Channel Partners Conference & Expo and MSP Summit serve the global community of technology advisors, managed service providers, channel partners and technology suppliers, and run the MSP 501, which honors the world’s top-performing managed service providers. Learn more at themspsummit.com.

Media Contact

Richard King, KeyStone Solutions, 1 4234646424, rking@keystone.solutions, www.keystone.solutions

Dave Raffo, Informa, david.raffo@informa.com, informa.com

View original content:https://www.prweb.com/releases/keystone-solutions-wins-2026-msp-501-vanguard-award-for-innovation-302932350.html

SOURCE KeyStone Solutions

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Putting Young Innovators Center Stage: Leaders In Future Tech+ Wraps with ¥526 Million in Investment Intentions and 31 Enterprise Landings

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November 8, 2026

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NANJING, China, Nov. 8, 2026 /PRNewswire/ — On November 7, the grand finale of Leaders In Future Tech+ — a documentary sci-tech innovation program jointly produced by China Media Group, the Ministry of Education, and the Nanjing Municipal People’s Government — aired as the Youth Innovation Carnival.

Since its October 3 premiere, the program traveled to 10 cities across China, selecting 100 teams of young innovators with an average age of just 28 from nearly 500 applicants. Fifteen finalists advanced to the finale, presenting breakthroughs spanning AI chips, optical interconnect, biomedicine, smart agriculture, and more.

To date, the program has facilitated ¥526 million in investment intentions covering 34 participating enterprises, and helped 31 companies reach landing agreements with 11 districts and counties of Nanjing.

At the carnival, the “Leaders In Future Tech+ Little Giant Transformation Plan” was launched, with 13 enterprises selected in the first batch to receive a five-module service system guiding them toward specialized, high-end development.

Behind these numbers is a media-driven innovation model: closed-door investment meetings were turned into open, transparent dialogues, connecting young innovators directly with venture capital firms, academicians, industry experts, and local governments — with the focus not on short-term commercial maturity, but on long-term growth potential.

The finale also showed how technology serves everyday life: non-invasive brain-computer interface demonstrations, low-cost bone-repair materials, and ultra-low-cost fresh-keeping cards that reduce agricultural loss — each a footnote to innovation with human warmth.

With Season One concluded, Season Two recruitment is now open to innovation teams nationwide via China Media Group’s official channels and the Yangshipin app (CMG Mobile). As the program’s message goes: put young innovators at center stage — and hand the future to innovation.

View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/putting-young-innovators-center-stage-leaders-in-future-tech-wraps-with-526-million-in-investment-intentions-and-31-enterprise-landings-302932710.html

SOURCE China Media Group

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GSMA MWC26 Doha opens with call to align on global industry standards and close MENA’s connectivity gap

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7 hours ago

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November 8, 2026

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Operators, technology leaders, policymakers and innovators gather in Doha today for three days of exhibition, collaboration and debate on the future of connectivity across the Middle East and North Africa

DOHA, Qatar, Nov. 8, 2026 /PRNewswire/ — MWC26 Doha, held in partnership with Qatar’s Ministry of Communications and Information Technology (MCIT), opened today at Doha Exhibition and Convention Centre (DECC), bringing together connectivity ecosystem to shape the next phase of growth for a mobile economy forecast to add $470 billion to the Middle East and North Africa by 2030.

MWC26 Doha officially opened today, in presence of His Excellency Sheikh Saoud bin Abdulrahman bin Hassan bin Ali Al Thani, Deputy Prime Minister and Minister of State for Defence Affairs. His Excellency Mr. Mohammed bin Ali Al Mannai, Minister of Communications and Information Technology, State of Qatar delivered a welcome address.

In his opening remarks, H.E. Mr. Mohammed bin Ali Al Mannai, Minister of Communications and Information Technology, said: “The second edition of MWC Doha takes place at a time when the requirements of telecommunications infrastructure are undergoing fundamental change. As artificial intelligence advances towards executing tasks through intelligent agents, the need for more resilient networks and advanced computing capabilities continues to grow. At the same time, global challenges underscore the importance of diversifying connectivity routes and ensuring service continuity.”

GSMA Director General Vivek Badrinath and ITU Secretary-General Doreen Bogdan-Martin took to the stage for a fireside chat. Mr Badrinath set out the key priorities shaping the region’s connected future, with a continued commitment to global standards keeping networks and services interoperable across markets, as well as a renewed push to extend connectivity to populations that remain offline in MENA.

Vivek Badrinath, Director General, GSMA, said: “Progress only counts if everyone shares in it. That means two things: global standards that keep networks, services and devices working across borders, and a concerted effort to connect the people who are still offline. Over the next three days, MWC Doha, alongside its co-location with ITU’s PP-26, will bring together the policy makers, innovators and industry leaders setting these standards and building these networks, to help make this vision a reality. As the ITU Plenipotentiary continues, we are confident that the enhanced dialog which our co-location has allowed will feed into the important conversations taking place.”

SOURCE GSMA

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