eMoney integration
Overview
Create, update, and read eMoney financial records (Vault, Clients, Assets, Cash, Expenses, etc.) based on your form submissions.
What you need
Background
eMoney is a financial planning software designed to help financial advisors offer comprehensive planning services to their clients. It integrates client data to provide a complete financial picture, enabling advisors to offer personalized strategies and advice.
Benefits
Using eMoney can enhance client engagement through interactive financial planning experiences, improve advisor efficiency by streamlining data management and analysis, and support customized, client-centric financial strategies.
Considerations
When evaluating eMoney, consider its compatibility with your existing systems, the comprehensiveness of its financial planning tools, data security and privacy measures, user interface and ease of use, scalability to accommodate various client sizes, customer support and training resources, and pricing relative to features offered.
How to set up
Navigate to the Feathery form that you want to connect to eMoney. Click on the Integrations tab.
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Authorize and connect your eMoney account.
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Choose which eMoney financial records (Vault, Clients, Assets, Cash, Expenses, etc.) you'd like your Feathery form data to map to and whether they should be created, updated, read, or both.
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Map your Feathery fields to the corresponding eMoney record fields that you want them to populate.
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Click Connect. Your integration is now live and ready to go!
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