Providers from Across the Industry

From CRMs to risk analysis and everything in between, we partner with the best providers from across your industry.

Built for the Way You Work

Developed to fit your workflow, our integrations deliver access to the technology you need, when and where you need it.

Partners Held to a Higher Standard

We only work with providers equally committed to ensuring a superior client experience and high level of data security.

More than a Hyperlink

Bi-directional data flows, client imports, integrated reporting and storage, brokerage execution, and more.

Providers from Across the Industry

From CRMs to risk analysis and everything in between, we partner with the best providers from across your industry.

Built for the Way You Work

Developed to fit your workflow, our integrations deliver access to the technology you need, when and where you need it.

Partners Held to a Higher Standard

We only work with providers equally committed to ensuring a superior client experience and high level of data security.

More than a Hyperlink

Bi-directional data flows, client imports, integrated reporting and storage, brokerage execution, and more.

Meet Our Integration Partners



































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With the ease of single sign-on functionality, as well as the ability to link or import clients, advisors now have quick access to Black Diamond’s award-winning Wealth Platform from within eMoney. Plus, advisors can access their Black Diamond reports without leaving their eMoney platform allowing for an integrated experience across two vital pieces of an advisor’s technology solution.

Features:

  • Link Black Diamond portfolios to existing or newly created clients in eMoney.
  • Quickly generate Black Diamond reports from the eMoney Reports Selection page.
  • Seamless access to Black Diamond BD3 from eMoney.
  • Seamless access to Black Diamond Skypages from eMoney.
  • Any Black Diamond QPRs you download can be stored directly in the Vault for safe and convenient access.
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AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, and proposal generation technology for advisors, and eMoney have integrated to provide seamless, single sign-on access to AdvisoryWorld. This allows shared clients to effectively conduct investment and portfolio research and present detailed performance and diversification-based risk analysis.

Features:

  • Single sign-on directly to your AdvisoryWorld ScanAnalytics platform without leaving emX.
  • Easily access the new AdvisoryWorld ScanAnalytics reports from the Reports section of emX.
  • Access AdvisoryWorld ScanAnalytics reports directly from the Client Overview page.
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Albridge Wealth Advisor, a leading provider of enterprise data management solutions, and eMoney have partnered to make Albridge’s consolidated client account data and industry leading performance reports available directly within emX. Featuring single-sign-on access and nightly updates, this integration allows advisors to always have an accurate view of their clients’ accounts and holdings details and access their favorite Albridge performance reports all from within eMoney’s comprehensive wealth management system.

Features:

  • Single sign-on directly to your Albridge platform from within emX.
  • Link or import Albridge clients to easily integrate their data in emX.
  • Provide accurate advice with access to your favorite Albridge performance reports in the Reports page.
  • Access Albridge performance reports directly from the Client Overview page.
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eMoney and Brinker Capital have partnered together to provide advisors a completely integrated platform for wealth management directly through emX. Brinker’s sophisticated investment philosophy based on their time-proven investment principles focuses entirely on meeting the needs of advisors, providing them with a highly strategic, disciplined investment process. With the ease of single sign-on functionality, advisors now have seamless access to the financial planning, proposal generation, product selection and quarterly performance reporting offered by Brinker’s complete range of investment solutions and services.

Feature:

  • Single sign-on directly to your Brinker platform from within emX.
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eMoney Advisor and Peak Advisor Alliance are working together to bring advisors premier practice management solutions directly within emX. Combining the expertise of Peak’s premium content with dynamic marketing tools developed by FMG Suite, Peak’s newest solution, Digital Fortress™, provides a one-stop-shop for client communication, practice management, website management, and marketing automation. And with the convenience of single-sign-on functionality, seamless integration of your marketing tools now gives you a competitive advantage.

Feature:

  • Single sign-on directly to the Digital Fortress platform without leaving emX.
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Dropbox keeps your files safe, synced, and makes it easy to share and work together. Available through the Vault, eMoney’s Dropbox integration allows advisors to easily access their Dropbox account directly within emX, giving them secure access to all their photos, documents and videos.

Features:

  • Access your Dropbox documents directly from your Vault.
  • Easily transfer documents to Dropbox from within your Vault.
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Envestnet, a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions, is now accessible directly from within emX. With the Envestnet integration, advisors will be able to quickly import their clients into emX and automatically linking their accounts from Envestnet. Accounts will automatically update daily and advisors will be able to enjoy convenient single-sign-on access from one application to the other.

Features:

  • Single sign-on directly to your Envestnet platform without leaving emX.
  • Link or import Envestnet clients to easily integrate their data in emX.
  • Quickly generate Envestnet proposals from the Client Plans page.
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eMoney and Fidelity have come together to offer their advisors a truly integrated wealth management platform. The Fidelity Institutional integration works with the Wealthscape℠ brokerage platform allowing advisors to quickly import clients and automatically link accounts under management in emX. Enjoy the convenience of single-sign-on access as well as additional features on the client website.

Features:

  • Bi-directional single-sign-on access to and from Wealthscape for NFS℠ for Advisors, Planners, and Assistants.
  • Bi-directional single-sign-on access to and from Wealthscape Investor℠ from the client website.
  • Access to eDelivery enrollment for Wealthscape Investor℠ from the client website.
  • Access to Fidelity Brokerage documents via the Client Vault.
  • Bi-directional single-sign-on access to and from Wealthscape for FBS℠ for Advisors, Planners, and Assistants.
  • Access to Fidelity.com for Wealthscape℠ Clients from the client website.
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HiddenLevers, the premier portfolio stress testing platform, and eMoney have partnered together to simplify wealth planning solutions for financial advisors. By offering single-sign-on portfolio integration, advisors who use both services have the ability to import individual eMoney portfolios directly into HiddenLevers’ premier stress testing solution. The cloud-based platform gives advisors access to a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client-facing output.

Features:

  • Access HiddenLevers’ premier stress-testing toolkit from within emX with just one click.
  • Run stress testing and risk monitoring reports on any of your clients to help manage expectations and showcase portfolio strategies.
  • HiddenLevers reports are available directly from the Reports page of emX, giving you easy access to their premier portfolio stress tests.
  • HiddenLevers Reports can be accessed directly from the Client Overview page.
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The integration of MoneyGuidePro, a leading provider of financial planning software, with eMoney gives advisors seamless, single sign-on access from one platform to the other. The integration allows advisors to easily access MoneyGuidePro’s collaborative internet-based financial planning software to help them use financial planning more effectively. Now, advisors have access to MoneyGuidePro’s college, retirement, estate, and Social Security planning functions as well as it’s asset allocation and insurance needs analysis features – all without leaving emX.

Features:

  • Easily access a client in MoneyGuidePro directly from that client’s Plans page with just one click.
  • Single sign-on directly to your MoneyGuidePro platform from emX.
  • Generate MoneyGuidePro plans without ever leaving emX.
  • MoneyGuidePro’s snapshot integrates directly into your clients’ dashboard.
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Morningstar®, the industry’s leading provider of independent investment research, and eMoney are working together to simplify financial planning by providing seamless access to Morningstar data and reports directly within emX. This integration gives advisors who subscribe to Morningstar Office℠ the ability to effectively conduct investment research informed by Morningstar’s security reports, such as the Morningstar® Investment Detail™ and Morningstar Report*, and provide convincing recommendations to their clients with Morningstar’s portfolio-level reports, such as the Portfolio Snapshot™ report, Portfolio X-Ray® Report, and Stock Intersection℠ report.

Features:

  • Easily access the new Morningstar® reports from the Reports section of emX.
  • Quickly generate your favorite Morningstar® reports from the Client Overview page.
  • Download the Investment Detail Report from within the Research and News application.
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Morningstar®, the industry’s leading provider of independent investment research, and eMoney are working together to simplify financial planning by providing seamless access to Morningstar data and reports directly within emX. This integration gives advisors who subscribe to Morningstar® Advisor Workstation℠ the ability to effectively conduct investment research informed by Morningstar’s security reports, such as the Morningstar® Investment Detail™ and Morningstar Report*, and provide convincing recommendations to their clients with Morningstar’s portfolio-level reports, such as the Portfolio Snapshot™ report, Portfolio X-Ray® Report, and Stock Intersection℠ report.

Features:

  • Easily access the new Morningstar® reports from the Reports section of emX.
  • Quickly generate your favorite Morningstar® reports from the Client Overview page.
  • Download the Investment Detail Report from within the Research and News application.
  • Download the Investment Detail Report from within the Research and News application.
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The integration of Orion Advisor Services, LLC, the premier portfolio accounting service provider for advisors, with eMoney creates a seamless, easy way for eMoney Advisors to access Orion and generate reports without having to login to multiple systems. The integration provides advisors single-sign-on access to the Orion Connect platform by linking the emX application to Orion’s reports, even extending to statements stored in the Orion Client Portal. Advisors who utilize the integration will enjoy increased efficiency and faster operational processes.

Features:

  • Single sign-on directly to your Orion platform without leaving emX.
  • Link or import your Orion clients for an efficient integration of their data.
  • Access the entire list of Orion reports from the Reports page of emX.
  • Any Orion reports you generate can be stored directly in the Vault for safe and convenient access.
  • Orion performance data is fed directly to the Client Overview page of all your linked or imported clients.
  • Also included in the Client Overview page of any linked or imported clients is direct access to Orion reports.
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Redtail Technology, a leading provider of web-based Client Relationship Management (CRM), and eMoney are working together to bring advisors web-based Client Relationship Management solutions directly within emX. Users of both platforms are now able to synchronize information—such as client contact information, notes, and tasks—between Redtail and eMoney, eliminating the need for duplicate data entry and helping users stay organized in their client relationship management efforts. Convenient single-sign-on access to Redtail through the emX platform, as well as the ability to easily import new clients into emX directly from Redtail, streamlines users’ day-to-day operations. With the eMoney Spotlight on the Redtail dashboard, users can easily view documents stored in the emX Vault and benefit from quick access to the important client information they need, when they need it.

Features:

  • Single sign-on directly to Redtail’s leading CRM tool for quick access.
  • Link or import Redtail clients to easily integrate their data in emX.
  • See Redtail notes and tasks from within emX.
  • Notes and tasks, as well as workflow and history, are viewable from any client page.
  • Redtail contact information is synced directly into emX, eliminating duplicate manual data entries.
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Riskalyze, the leading provider of risk analysis, is now accessible directly in emX. Riskalyze has transformed the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. With the Riskalyze integration, advisors now have seamless, single sign-on access from one application to the other, giving them the ability to dramatically improve their interactions with both clients and prospects. Advisors can now easily update their client’s Risk Number with direct access to the Riskalyze questionnaire from within the Client Overview page, and have the ability to send over emX accounts directly to Riskalyze so that they can analyze their current portfolio.

Features:

  • Single sign-on directly to your Riskalyze platform without leaving emX.
  • Import your Riskalyze clients for an efficient integration of their Risk Numbers.
  • Access a client’s risk number as well as their Riskalyze current portfolio risk directly from the Client Overview page.
  • Update your clients’ risk number with easy access to the Riskalyze questionnaire from within the Client Overview page.
  • Export eMoney accounts directly into Riskalyze without ever leaving emX.
  • Edit and refresh your client’s Riskalzye portfolio directly from the Client Overview page.
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SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. eMoney and SEI are working together to provide a complete view of the client’s financial position by making SEI’s client and account data available within eMoney, updated on a nightly basis. In addition to sharing data between eMoney and SEI’s applications, intuitive Single Sign-on points provide a cohesive and seamless user experience

Features:

  • Single sign-on directly to your SEI Wealth Platform without leaving emX.
  • Link or import SEI clients to easily integrate their data in emX.
  • Access a client in the SEI Wealth Platform from that client’s overview page with just one click.
  • Easily view SEI Client Reporting within emX.
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Wealthbox®, the innovative web-and-mobile based CRM application for financial professionals is now integrated with eMoney, helping to streamline the data entry process and save advisors valuable time. Featuring seamless, single sign-on capabilities from eMoney into Wealthbox, as well as the ability for Advisors, Planners, and Assistants to link and import clients in Wealthbox directly into the eMoney application, users of both systems can upload client data quicker and easier than ever before. The integration further simplifies client relationship management by syncing specific client data between both systems.

Features:

  • Single sign-on directly into Wealthbox from eMoney seamlessly.
  • Advisors, Planners, and Assistants can link and import Wealthbox clients into eMoney quickly and easily.
  • Specific client data is synced between both systems to provide a bi-directional data flow.

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