Get started with Wealthbox + eMoney

Modern CRM integrated with financial planning software to get to the next level with clients.

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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 Wealthbox data from eMoney for easy account look up.

Resources

Help Center Article

Enable in Wealthbox

Blog Post

“Wealthbox and eMoney are a super powerful combination to run my advisory practice.”

Jason Ellis

Wealth Advisor, Ellis Financial Advisory