Integrations are designed to allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application. Our latest integration partner, Wealthbox CRM, is the perfect tool for the modern financial advisor. What is Wealthbox CRM? Wealthbox CRM offers a platform that is…
eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage platform to create a more complete end-to-end experience that positions advisors to stay ahead of shifting regulatory, client and industry trends….
Coming soon to eMoney, the Wealthbox CRM integration will feature single sign-on capabilities and the ability to sync contacts two-ways between applications ensuring the consistency and accuracy of your clients’ information. Single sign-on into Wealthbox CRM allows you to access a platform that is designed to enable modern and effortless, collaborations with your clients. The elegantly…
Sign up for a live webinar on Wednesday, September 7th at 3pm and hear about the latest from eMoney’s integration with AdvisoryWorld. Join experts from both partners as they explore the powerful integration options that will help you streamline your processes, saving you time in your day to day operations and allowing you to handle your business more efficiently.
Sign up for a live webinar to stay up to date on the latest from eMoney’s integration with HiddenLevers. And see this powerful integration gives you the tools for a more efficient business and a more compelling client experience.
With the Riskalyze integration, you already have single sign-on capabilities, the Riskalyze risk questionnaire framed into the client overview page, and Riskalyze risk numbers generated from within the eMoney system. Now however, we’ve updated our integration with Riskalyze to increase usability and enhance your experience.
As a centralized hub for the all the technology platforms you use every day, we’re always exploring opportunities to increase the depth of each integration. That way, you finish more work in less time and can focus your efforts on clients.
Whether it’s an enhancement to your Connections page, an overhaul of the client experience, or an eMoney integration, our goal is always the same: to save you time and streamline your workflow.