NEW Schwab Integration Coming Soon

eMoney and Schwab are joining forces to release a new brokerage integration that will enable advisors to work seamlessly between the eMoney platform and Schwab Advisor Center.

Scheduled to release in Q1 of 2018, the Schwab integration will initially feature multiple single sign-on points within eMoney, providing a streamlined path between the two systems that will enable advisors to easily oversee their businesses and act on opportunities.

Key Features of the Schwab integration include:

• Single sign-on from eMoney to the Schwab Advisor Center homepage
• Single sign-on from eMoney to Advisor Alerts section of Schwab Advisor Center
• Support for One Time Password (if enabled)

Value-added integrations like this empower advisors by relieving them from unproductive and administrative tasks, so they can spend more time building relationships and positioning their business and their clients for growth. Stay tuned as we will continue to expand the Schwab integration with new features!