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eMoney + AdvicePay

Integrate with eMoney to link client records and automatically sync AdvicePay agreements and invoices to a client's eMoney vault.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • AdvicePay account with any Advisor, Account Owner, or Admin role

  • eMoney Advisor account

Work with both platforms seamlessly

Rather than manually entering information into each system, advisors can link client records between AdvicePay and eMoney, or import a client profile from AdvicePay to create a new client in eMoney.

Centralize client documents in the eMoney vault

Once clients are linked with AdvicePay, the integration will automatically send documents (like planning agreements or invoices) to the client’s eMoney vault. 

How does it help?

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Less Time on Admin Tasks

Connect with eMoney to eliminate the need for duplicate data and spend less time on administrative tasks.

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Improved Client Experience

Ensure clients always know where to find important information related to their financial planning engagement.

What you can do with AdvicePay + eMoney

  • Reduce the potential for errors in client records between systems
  • Save time with SSO and automation

Who is it for?

  • AdvicePay customers who use eMoney as their client portal

  • Advisors and administrative assistants who want to deliver a great client experience without duplicating effort

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Get started with eMoney and AdvicePay

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