PreciseFP Integrates into eMoney

PreciseFP, a forms creation tool and document vault solution that helps advisors create stunning forms to collect information and provide the most suitable financial advice possible, is now integrated with the eMoney system. With this integration, users of both systems can easily export client and prospect data from PreciseFP into eMoney. Allowing them to seamlessly sync their PreciseFP and eMoney data, saving valuable time and simplifying the data entry process.

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eMoney and MoneyGuidePro Announce Integration

Advisors and planners with a subscription to both EMA and a MoneyGuidePro will soon have access to the MoneyGuidePro integration in emX. Accessible through the Application Menu as well as each client’s Plans page, this integration allows advisors and planners to access MoneyGuidePro’s college, retirement, estate, and Social Security planning functions from within emX.

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AdvisoryWorld Becomes eMoney’s Newest Integration Partner

With the AdvisoryWorld ScanAlytics integration, eMoney advisors are now able to access the AdvisoryWorld platform and view data from multiple points within emX, giving them the ability to effectively conduct investment and portfolio research and present detailed performance- and diversification-based risk analysis to clients.

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