AdvicePay Financial Advisor Community Blog

Introducing The eMoney and AdvicePay Integration

February 29, 2024 By Honor Randall
Honor Randall

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.

  1. 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.
  2. 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.
  3. 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


Curious about fee-for-service financial planning? 

See how AdvicePay can help you launch or grow your fee-for-service business. Let us give you a tour of our unique, industry-specific capabilities and answer any questions you might have.



Posted by Honor Randall

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.

Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise