The Wealthbox integration features single sign-on capabilities allowing advisors to quickly transition between their eMoney application and Wealthbox CRM. By signing into Wealthbox directly from your eMoney platform, you remove some of the common obstacles in transitioning between applications, so you can quickly move from client communication to financial planning.
Coming soon to eMoney, the Wealthbox CRM integration will feature single sign-on capabilities and the ability to sync contacts two-ways between applications ensuring the consistency and accuracy of your clients’ information. Single sign-on into Wealthbox CRM allows you to access a platform that is designed to enable modern and effortless, collaborations with your clients. The elegantly…
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With the Riskalyze integration, you already have single sign-on capabilities, the Riskalyze risk questionnaire framed into the client overview page, and Riskalyze risk numbers generated from within the eMoney system. Now however, we’ve updated our integration with Riskalyze to increase usability and enhance your experience.
As a centralized hub for the all the technology platforms you use every day, we’re always exploring opportunities to increase the depth of each integration. That way, you finish more work in less time and can focus your efforts on clients.
Whether it’s an enhancement to your Connections page, an overhaul of the client experience, or an eMoney integration, our goal is always the same: to save you time and streamline your workflow.
Check out a live webinar on the powerful new eMoney and PreciseFP integration. Listen as experts from each company discuss how to simplify the data-gathering process and create more powerful financial plans using this deep integration.
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.