RADNOR, PA — eMoney Advisor has shared exciting updates on eMoney Access, its OpenAPI program designed to integrate eMoney’s financial planning technology into various tech ecosystems. The program offers financial organizations the flexibility to customize advisor and client experiences using eMoney’s APIs and components.
eMoney Access enables firms to synchronize and automate data between eMoney and their preferred platforms, streamlining workflows and increasing efficiency. With over 250 endpoints and seven pre-built high-impact components, firms can quickly adapt eMoney’s technology to meet their specific needs.
“The lack of integration between technology systems is a top pain point for firms,” said Ricky Illigasch, vice president of product management at eMoney. “By syncing data through eMoney Access, firms will eliminate data silos, gain a deeper understanding of client information, increase efficiency, and increase the accuracy of financial plans.”
More than 50 firms currently leverage eMoney’s APIs to enhance client data management, reporting, and workflows. The ready-made components available through eMoney Access include features like Net Worth, Asset Allocation, and Probability of Success, among others.
“With eMoney Access, firms can use eMoney their way and deliver their ideal financial planning technology experiences,” added Illigasch.
eMoney Access offers a robust solution for financial organizations looking to integrate advanced financial planning tools into their existing systems, providing a seamless and efficient user experience.
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