Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Comprehensive financial planning platform with client portal and account aggregation for advisory firms.
Description
eMoney Advisor provides financial planning tools including cash flow modeling and a client-facing portal with account aggregation enabling goal-based planning across the full client relationship.
Integrations
eMoney Advisor has 25 integrations in our directory
Search below to find what you're looking for
- Addepar Level 4
- Advisor360 Level 3
- Advisor Center Level 3
- Advyzon Level 1
- Albridge Level 1
- Altruist Level 3
- Andes Wealth Level 4
- AppCrown Level 2
- Axos Advisor Services Level 3
- Black Diamond Level 3
- ByAllAccounts Level 3
- CircleBlack Level 1
- eMoney Advisor Level 3
- Hidden Levers Level 3
- MyNameFlow Level 3
- MyRepChat Level 3
- Profile Axia Suite Level 3
- Redtail Level 5
- Salesforce Level 4
- Schwab Advisor Center Level 3
- Seismic Level 3
- SmartOffice Level 3
- Tamarac Level 5
- TradePMR Level 3
- Wealthbox Level 2
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Provides code samples in one language, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
No
