Your tech platforms aren't traditionally built to integrate—but APIs and components now make this possible.

eMoney APIs and components enable firms to display powerful eMoney data where and how they want—providing a seamless financial planning experience for clients, advisors, and the home office.

Whether used behind the scenes to connect eMoney data with your technology stack, like your CRM, or front and center to help clients visualize their financial journey in your client-facing portal or app, eMoney APIs and components can help you deliver a custom experience for maximum engagement.

Behind the Scenes or Front and Center

Power your custom-built financial planning experience

Reduce development time and time to market

Sync more systems across your planning tech stack

eMoney Access

Data, Entitlements, and Efficiencies

High-value Digital Experiences

Our eMoney Access options are crafted to help you maximize your eMoney platform and integrate data into the advisor and client experience.

Synchronize data between eMoney and the systems you use most to streamline workflows and increase efficiency.

Integrate powerful planning projections and calculations from eMoney into your custom portal or app through APIs and components.

©2024 eMoney Advisor, LLC.

Privacy.   Security.   Developer Site.   Code of Conduct.   Disclosure.   California Applicant Privacy Disclosures.   Do Not Sell or Share My Personal Information