Enabling Integrations in eMoney

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. Integration Features While each integration has its own…

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Webinar Replay: eMoney + PreciseFP

Improve the workflow across the financial planning lifecycle with eMoney and PreciseFP. With the eMoney and PreciseFP integration, you can create efficiencies that allow you more time focus on your clients’ individual needs and goals. By streamlining the transfer of client details, assets, liabilities, and insurance policies from PreciseFP to eMoney, the integration allows you to focus…

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The Definition of Investments Has Been Standardized

We standardized the definition of investments to create a consistent experience between the Client Overview and Client Portal (Home and Investments pages). This change included updates to the values displayed by the Investments tiles. The new definition of investments includes the following account types: Taxable Qualified Retirement Roth IRA HSA 529 Annuities Deferred Compensation Cash (New…

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