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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