Integrations: Syncing Accounts to Build an Optimal Planning Experience

See how eMoney works hand-in-hand with other financial technology platforms to ensure a consistent, systematic planning process. With guest Valerie Rivera, Senior Product Marketing Manager.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.