Our latest integration provides easy access to Box online storage through the eMoney Vault, allowing you to share sensitive information online with auditors, investors, analysts, and other teams without compromising the security of your documents. What is Box? Box is an enterprise content management platform that solves simple and complex challenges, from sharing and accessing…
Last week was the annual T3 Advisor Technology Conference and eMoney made quite the impact. We prototyped advice from Alexa, unveiled Virtual Reality, and took attendees through our vision of a truly integrated advisor experience. An integral part of that fully integrated advisor experience is of course, integrations with other technology providers. And while at T3, we announced a particularly exciting integration partner: Charles Schwab.
The Wealthbox integration features single sign-on capabilities allowing advisors to quickly transition between their eMoney application and Wealthbox CRM. By signing into Wealthbox directly from your eMoney platform, you remove some of the common obstacles in transitioning between applications, so you can quickly move from client communication to financial planning.
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.