Integrations allow you to streamline your workflow, by syncing data across multiple applications and allowing access to features, reports, and client information all from within your eMoney application. Our latest integration partner, Tamarac, enables investment advisors to run their businesses with greater efficiency, scale and profitability through their custodian-agnostic technology platform and outsourced portfolio management services. What is Tamarac?…
eMoney has teamed up with Fidelity Clearing and Custody SolutionsSM to create a truly integrated wealth management platform, combining the best of eMoney’s planning-led advisor and client tools with the excellence of Fidelity’s brokerage platform to create a more complete end-to-end experience that positions advisors to stay ahead of shifting regulatory, client and industry trends….
Last week was the annual T3 Advisor Technology Conference and eMoney made quite the impact. We prototyped advice from Alexa, unveiled Virtual Reality, and took attendees through our vision of a truly integrated advisor experience. An integral part of that fully integrated advisor experience is of course, integrations with other technology providers. And while at T3, we announced a particularly exciting integration partner: Charles Schwab.
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…
Sign up for a live webinar to stay up to date on the latest from eMoney’s integration with HiddenLevers. And see this powerful integration gives you the tools for a more efficient business and a more compelling client experience.
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.