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 CRM, or front and center to help clients visualize their financial journey in your client portal, eMoney APIs and components can help you deliver a custom experience for maximum engagement.

Build custom experiences that reflect your firm’s unique planning approach—without being boxed in by pre-built software. 

Build branded, mobile-friendly planning experiences. Surface real-time projections and personalized insights directly in your platform.

Automate workflows, eliminate manual tasks, sync key systems, and streamline client and office management for greater efficiency. 

Give your teams a real-time view of each client’s financial picture. Import and export key client data to power smarter planning, more targeted outreach, and data-driven growth strategies. 

eMoney Access includes over 250 endpoints that can be used to solve endless use cases.

BASIC ACCESS

PREMIUM ACCESS

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

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

Import Client Data

Enrich Client Data

Import client data (assumptions, income, assets, and liabilities) from other systems (CRM, custodian, etc.) into eMoney to expedite fact gathering. 

Export planning projections and calculations (plan probability of success, net worth, goal level probability of success, etc.) into your own business intelligence systems. 

Export Client Data

Create Custom Reporting 

Export client data (assumptions, income, assets and liabilities, and active plans) to other systems (CRM, client experience, etc.) to ensure data is accurate and unified across your tech stack. 

Incorporate planning projections and calculations into commonly shared reports for clients (statements, etc.). 

Improve User Administration 

Enhance Your Client Experience

Connect key systems with eMoney to easily create/modify clients, send docs (statements) to the Vault, and track important client communications by bi-directionally syncing with eMoney notes and tasks. 

Surface planning projections and calculations in your own custom client experiences more broadly in relevant segments of the customer journey. 

Simplify User Administration 

Design Custom Planning Workflows

Connect CRM systems with eMoney to efficiently manage offices and users. 

Build financial plans that are customized to your organization’s processes and client operations. 

Leverage the power of eMoney to deliver your

customized advisor and client experience.

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