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To help you to increase efficiency, reduce data entry, and ensure consistency across multiple applications, eMoney works with a number of software providers to deliver powerful integrations. With eMoney you’ll gain access to variety of integration types including Client Relationship Management (CRM), Connection-based, Performance and Risk Assessment, and Reporting and Planning.
While each integration has its own unique features, there are three common ones. These will help you save time and utilize all of your available tools from multiple applications.
With access to different types of integrations with different features, you may want to enable more than one integration to maximize the benefits. As a best practice, we suggest following the workflow below when using multiple integrations.
Once you know which integrations you want to use, you’re ready to get started. Integrations live under the Applications tab on your advisor site. By clicking View All Applications, you’ll see the integrations available to your eMoney user license. Depending on your license, your integration options may differ. It’s important to note that you’ll need to subscribe to and have a set of credentials for the integrated institution before turning it on in eMoney.
To enable an integration:
For more information on each integration, check out the advisor help section. Click Help on your advisor homepage, and search for the integrated institution name to access user guides, videos and how-to’s.