We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.
For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline your workflow.
- Eliminate duplicate data entry
Rather than manually creating client records in both systems, advisors can now see a list of their AdvicePay clients inside eMoney. Advisors can quickly link to existing eMoney clients or create new ones using the information from AdvicePay. - Centralize client-facing information
Up until now, clients needed to log in to AdvicePay to see the planning agreements and invoices related to their fee-for-service engagement. With the new integration, these documents are automatically sent to the client’s eMoney vault so that they have one hub for finding important information from their advisor. - Move seamlessly between platforms
For financial advisors looking for even more efficiencies, enabling single sign-on (SSO) from eMoney to AdvicePay can create a frictionless transition between platforms.
Want to know more? Check out our HelpDesk articles for instructions on how to connect eMoney and AdvicePay.
Read the full press release here.
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Honor is AdvicePay’s Product Owner. With a passion for innovation and a keen eye for market trends, Honor is at the forefront of driving product development and ensuring customer satisfaction. Having worked in the financial industry for over five years, Honor has honed a versatile skill set that combines technical expertise with a deep understanding of industry needs. When she’s not helping bridge the gap between our product development and strategy, you can find Honor running, cooking, and exploring National Parks with her family.