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.
Many of our integrations share data by either Importing or Linking client information. Importing Clients allows users to create a client in eMoney by pulling the clients name, contact information, and accounts from the selected Integration, while Linking establishes a connection between a client’s account that exists in both systems.
Listen to a live webinar on the powerful new eMoney and MoneyGuidePro Integration in emX. Learn how a fully integrated system can streamline your day-to-day operations, save you valuable time, and offer you the comprehensive, practice management desktop you need to build your business more efficiently.
Advisors and planners with a subscription to both EMA and a MoneyGuidePro will soon have access to the MoneyGuidePro integration in emX. Accessible through the Application Menu as well as each client’s Plans page, this integration allows advisors and planners to access MoneyGuidePro’s college, retirement, estate, and Social Security planning functions from within emX.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we look at emX’s existing integrations and talk about what new integrations are on the way.