Integrations /Financial Planning
Get started with Wealthbox + eMoney
Modern CRM integrated with financial planning software to get to the next level with clients.
Integrations /Financial Planning
Modern CRM integrated with financial planning software to get to the next level with clients.
Overview
Whether you are an independent financial advisor or running a large enterprise effort, eMoney’s integrated solutions help you meet the evolving needs of your clients—from basic to complex. The Wealthbox integration allows users to access eMoney data from Wealthbox for easy account look up and single-sign-on.
“Wealthbox and eMoney are a super powerful combination to run my advisory practice.”
Jason Ellis
Wealth Advisor, Ellis Financial Advisory
Ready to try? Start your 30-day free trial now. Or schedule a demo.
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