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Learn MoreWhether 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.
After all, we know time is your most valuable resource.
Our new integration with SEI has been designed to add efficiencies to your workflow and create a seamless way to navigate between platforms.
The integration allows you to single sign-on directly into eMoney or SEI from either application.
You’ll see a complete view of your client’s financial position, allowing you to link current clients and sync account data between SEI and eMoney. For clients that exist in SEI but not in eMoney, the import feature will allow you to push client data to eMoney and create a new client so you save time on data entry.
Before turning on your SEI integration in eMoney, please contact SEI at DownloadSpecialists@seic.com to request the service be enabled at SEI.
For more information about any of this integrations features in eMoney call us at 888-362-8482.
