Integrations

Addepar, a leading aggregation and performance reporting platform, and eMoney have partnered to make Addepar’s data aggregation and performance reporting available within eMoney. Featuring daily updates and seamless navigation between platforms, this integration enables advisors to gain a comprehensive view across portfolios.

Features:

• Seamless movement between eMoney and Addepar.
• Client, account, and holdings data delivered daily from Addepar to eMoney.
• Store and share Addepar generated reports and proposals directly with clients from the eMoney Vault.

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The integration of Advyzon, a technology solution that combines customizable performance reporting, flexible billing, rebalancing, client relationship management (CRM), configurable client portal and mobile apps, document storage, growth tools, and business intelligence with eMoney gives seamless bi-directional single sign-on access from one platform to another.

Features:

• Simplify the log-in experience with bi-directional single sign-on capabilities.

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 eMoney. 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 eMoney.
• Link or import Albridge clients to easily integrate their data in eMoney.
• 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.

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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eMoney has teamed up with Box to bring their secure, 17-4a (WORM) compliant storage software directly into the eMoney Platform. Now, you can easily access your Box account from the eMoney Vault to safely store all your most important documents.

Features:

• Access Box documents directly from your eMoney Vault.
• Easily transfer documents from your eMoney Vault to Box.

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 eMoney, 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.

Envestnet, a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions, is now accessible directly from within eMoney. With the Envestnet integration, advisors will be able to quickly import their clients into eMoney and automatically link 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 eMoney.
• Link or import Envestnet clients to easily integrate their data in eMoney.
• Quickly generate Envestnet proposals from the Client Plans page.

Envestnet’s Tamarac, a leading provider of rebalancing, reporting, and practice management software for advisors, and eMoney have partnered to provide seamless
access to Tamarac’s advisor and client websites from within the eMoney Platform. In addition to the already existing ability to pull account information, holdings, and transactions from Tamarac’s platform into eMoney via direct feed, the integration now enables seamless single sign-on between both the advisor and client platforms of each system. Now, you and your clients can efficiently access the platforms you rely on most, saving time and improving your customer experience.

Features:

• Single sign-on to your Tamarac dashboard from the eMoney applications page.
• Clients can single sign-on from their eMoney Client Portal directly to their Tamarac portal.

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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 eMoney. 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 eMoney 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 eMoney, giving you easy access to their premier portfolio stress tests.
• HiddenLevers Reports can be accessed directly from the Client Overview page.

eMoney and BlackRock, a leading global investment management company, have partnered to make BlackRock’s iRetire available from within the eMoney platform. The iRetire platform enables effective conversations around retirement to help clients understand their financial goals. The iRetire and eMoney integration features single sign-on access and seamlessly connects iRetire’s engaging retirement planning module to eMoney’s comprehensive planning platform.

Features:

• Single sign-on directly to iRetire from within the eMoney platform.

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 its asset allocation and insurance needs analysis features – all without leaving eMoney.

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 eMoney.
• Generate MoneyGuidePro plans without ever leaving eMoney.
• MoneyGuidePro’s snapshot integrates directly into your clients’ dashboard.

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 eMoney. 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 eMoney.
• Quickly generate your favorite Morningstar® reports from the Client Overview page.
• Download the Investment Detail Report from within the Research and News application.

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 eMoney. 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 eMoney.
• Quickly generate your favorite Morningstar® reports from the Client Overview page.
• Download the Investment Detail Report from within the Research and News application.

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 log in to multiple systems. The integration provides advisors single-sign-on access to the Orion Connect platform by linking the eMoney 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 eMoney.
• Client Site single sign-on.
• 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 eMoney.
• 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.

PreciseFP integrates with eMoney and your favorite CRM software. Personal details, assets, liabilities, and insurance policies all flow to eMoney without you having to do the data entry. Your client does the work for you using your highly attractive, customizable PreciseFP forms. Here are some of the benefits of using PreciseFP with eMoney:

• Eliminates data entry at advisor rates
• Gets clients into the system faster, lowering overall costs for greater profitability in serving the mid-level client.
• Helps you meet the Know Your Customer and DOL Best Interests rules by providing a systematized approach to data-gathering.
• Clients receive pre-filled forms for periodic financial reviews, making the process painless, further reducing the resistance to the financial planning process.
• Creates opportunities through the use of marketing campaigns offering “freemiums”, a proven way to attract the next wave of clients.

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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 eMoney. 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 eMoney platform, as well as the ability to easily import new clients into eMoney 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 eMoney 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 eMoney.
• See Redtail notes and tasks from within eMoney.
• Notes and tasks, as well as workflow and history, are viewable from any client page.
• Redtail contact information is synced directly into eMoney, eliminating duplicate manual data entries.
• Import contacts and groups for email outreach and track correspondence from Bamboo, the eMoney marketing and client engagement tool.

Riskalyze, the leading provider of risk analysis, is now accessible directly in eMoney. 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 clients’ Risk Number with direct access to the Riskalyze questionnaire from within the Client Overview page, and have the ability to send over eMoney accounts directly to Riskalyze so that they can analyze their current portfolio.

Features:

• Single sign-on directly to your Riskalyze platform without leaving eMoney.
• 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 eMoney.
• Edit and refresh your client’s Riskalyze portfolio directly from the Client Overview page.

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eMoney and Schwab have joined forces to develop an integration that enables advisors to work seamlessly on both the eMoney Platform and Schwab Advisor Center (SAC). With this integration, advisors can single sign-on from eMoney into both the Homepage and the Advisor Alerts section of the Schwab Advisor Center. Also included is support for One-Time Password (OTP) if enabled.

Features:

• Support for One Time Password (OTP), if enabled.
• Single sign-on from eMoney to Schwab Advisor Center (SAC) homepage.
• Single sign-on from eMoney to Advisor alerts section of Schwab Advisor Center (SAC).

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 provides a cohesive and seamless user experience.

Features:

• Single sign-on directly to your SEI Wealth Platform without leaving eMoney.
• Link or import SEI clients to easily integrate their data in eMoney.
• Access a client in the SEI Wealth Platform from that client’s overview page with just one click.
• Easily view SEI Client Reporting within eMoney.

Veo One®,TD Ameritrade Institutional’s powerful account management system and trading platform, and eMoney have created an integrated experience that provides advisors with the ability to seamlessly access Veo One from within eMoney. Users of both platforms can easily retrieve Veo One Statements and Tax forms for quick access to the important client information they need when they need it. Convenient single sign-on from eMoney to Veo One offers users an efficient way to streamline their day-to-day business operations.

Features:

• Single sign-on directly to Veo One without leaving eMoney
• Access and share Veo One Statements and Tax Forms from within the eMoney Vault

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.