eMoney and Addepar users can now improve efficiency in their office with seamless data transfers between platforms, streamlined data entry, and secure centralized storage and access to Addepar reports and proposals. This integration builds off of the existing Addepar platform within eMoney to enable effortless access and improved functionality. With the Addepar integration you can: Eliminate Duplicative…
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…
BlackRock’s iRetire® offers you an interactive way to help your clients answer the question, “Will I have enough for the retirement I want?” The iRetire plan can help you determine your client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really…
eMoney’s new brokerage integration with Schwab Advisor Center® enables advisors to work seamlessly between the two platforms. Developed to fit your workflow, the Schwab® integration features multiple single sign-on points within eMoney so you can access the technology you need, when and where you need it. Key Features of the Schwab integration include: Single sign-on from eMoney to…
To succeed in today’s competitive market, you need a robust technology stack. It has to be all-encompassing, from financial planning, risk profiling, and performance reporting, to client relationship management, account trading, and re-balancing. And to maximize your investment, your technologies don’t just need to just communicate with you, but with each other. We’re dedicated to creating a…
Our latest integration provides easy access to Box’s 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…
