Software that connects to eMoney Advisor

12 of the 77 tools we list name a connection to eMoney Advisor on their own site: 5 advisor CRMs, 1 planning tool and 6 AI tools. eMoney Advisor's own site names 36 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the eMoney Advisor profile

Which way data moves, as each tool describes it

Sends data to eMoney AdvisorTakes data from eMoney AdvisorTwo-way, in the vendor's words

Send data to eMoney Advisor (2)

Finmate AISmartOffice

eMoney Advisor12 tools connect

Take data from eMoney Advisor (1)

Jump

Data in and out (2)

MoneyGuideMili

Direction not stated (3)

WealthboxZocksCogniCor

Single sign-on only (1)

Advyzon

Named only (3)

RedtailAdvisor360° for RIAsPitCrew

The rule: every tool we list that names a live connection to eMoney Advisor, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What eMoney Advisor's own site lists

36 companies and products

AI tools (2)

Connects to	What eMoney Advisor's site says	Does the other side list it?	Where we read it
Jump AI tool	Names Jump, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Jump says: "Takes data from eMoney Advisor".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Zocks AI tool	Names Zocks, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Zocks says: "Data moves with eMoney Advisor; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)

CRMs (3)

Connects to	What eMoney Advisor's site says	Does the other side list it?	Where we read it
Advyzon CRM	Names Advyzon, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it Advyzon says: "Single sign-on with eMoney Advisor; the vendor doesn't describe data moving".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Redtail CRM	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it Redtail says: "Names eMoney Advisor, with no detail".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Wealthbox CRM	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it Wealthbox says: "Data moves with eMoney Advisor; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)

Custodians (4)

Connects to	What eMoney Advisor's site says	Does the other side list it?	Where we read it
Altruist Custodian	Takes data from Altruist Data in: account data, through an advisor aggregation connection	See what connects to Altruist	Checked on the vendor's site · Oct 6eMoney press release: new aggregation connections (Aug. 17, 2023)The source is from Aug 17, 2023; ask whether it still works this way.
Fidelity Custodian	Names Fidelity, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Fidelity	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Schwab Custodian	Names Schwab, with no detail Recorded as "Charles Schwab" Listed on the vendor's site, with no detail on what moves	See what connects to Schwab	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
SEI Custodian	Names SEI, with no detail Listed on the vendor's site, with no detail on what moves	We don't list SEI	Checked on the vendor's site · Oct 6eMoney integrations page (logo)

Other software (21)

Connects to	What eMoney Advisor's site says	Does the other side list it?	Where we read it
Addepar Other software	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Addepar	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
AdvicePay Other software	Names AdvicePay, with no detail Listed on the vendor's site, with no detail on what moves	We don't list AdvicePay	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Albridge Other software	Names Albridge, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Albridge	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Black Diamond Other software	Names Black Diamond, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Black Diamond	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
BlackRock Other software	Names BlackRock, with no detail Listed on the vendor's site, with no detail on what moves	We don't list BlackRock	Checked on the vendor's site · Oct 6eMoney FAQ: integrations
Box Other software	Names Box, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Box	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Dropbox Other software	Names Dropbox, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Dropbox	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Envestnet Other software	Names Envestnet, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Envestnet	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Fidelity Bond Beacon Other software	Names Fidelity Bond Beacon, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Fidelity Bond Beacon	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Flourish Other software	Names Flourish, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Flourish	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
MaxMyInterest Other software	Takes data from MaxMyInterest Data in: account data, through an advisor aggregation connection	We don't list MaxMyInterest	Checked on the vendor's site · Oct 6eMoney press release: new aggregation connections (Aug. 17, 2023)The source is from Aug 17, 2023; ask whether it still works this way.
Morningstar Other software	Names Morningstar, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Morningstar	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Morningstar Advisor Workstation Other software	Names Morningstar Advisor Workstation, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Morningstar Advisor Workstation	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Nitrogen Other software	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Nitrogen	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Orion Other software	Names Orion, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Orion	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Orion Risk Intelligence Other software	Names Orion Risk Intelligence, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Orion Risk Intelligence	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
PreciseFP Other software	Names PreciseFP, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to PreciseFP	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Tamarac Other software	Names Tamarac, with no detail Recorded as "Envestnet Tamarac" Listed on the vendor's site, with no detail on what moves	See what connects to Tamarac	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Tolerisk Other software	Names Tolerisk, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Tolerisk	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
YCharts Other software	Names YCharts, with no detail Listed on the vendor's site, with no detail on what moves	We don't list YCharts	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Zillow Other software	Names Zillow, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Zillow	Checked on the vendor's site · Oct 6eMoney integrations page (logo)

Planning tools (6)

Connects to	What eMoney Advisor's site says	Does the other side list it?	Where we read it
Asset-Map Planning	Names Asset-Map, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Asset-Map	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
FP Alpha Planning	Names FP Alpha, with no detail Listed on the vendor's site, with no detail on what moves	We don't list FP Alpha	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Luminary Planning	Names Luminary, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Luminary	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
MoneyGuide Planning	Names MoneyGuide, with no detail Recorded as "Envestnet MoneyGuide" Listed on the vendor's site, with no detail on what moves	Both sides list it MoneyGuide says: "Takes data from and sends data to eMoney Advisor".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Vanilla Planning	Names Vanilla, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Vanilla	Checked on the vendor's site · Oct 6eMoney integrations page (logo)
Wealth.com Planning	Names Wealth.com, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Wealth.com	Checked on the vendor's site · Oct 6eMoney integrations page (logo)

CRMs that connect to eMoney Advisor

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names eMoney Advisor, with no detail Recorded as "eMoney" Listed on the vendor's site, with no detail on what moves eMoney Advisor's own site lists it too, and says: "Names Redtail, with no detail".	Checked on the vendor's site · Oct 6Redtail homepage	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Data moves with eMoney Advisor; the vendor doesn't say which way Recorded as "eMoney" Direction not stated: account look-up Single sign-on eMoney Advisor's own site lists it too, and says: "Names Wealthbox, with no detail".	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Advisor360° for RIAs	Names eMoney Advisor, with no detail Recorded as "eMoney" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 28Advisor360° for RIAs page (Built-in planning integrations)	No price found Connection cost: Advisor360° for RIAs publishes no pricing for us to read.
Advyzon	Single sign-on with eMoney Advisor; the vendor doesn't describe data moving Recorded as "eMoney" Single sign-on eMoney Advisor's own site lists it too, and says: "Names Advyzon, with no detail".	Checked on the vendor's site · Oct 6Advyzon integrations page	No price found Connection cost: Advyzon publishes no pricing for us to read.
SmartOffice	Sends data to eMoney Advisor Recorded as "eMoney" Data out: contact, policy and investment data	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to eMoney Advisor

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
MoneyGuide	Takes data from and sends data to eMoney Advisor Data in: a client Data out: investments assets, adopted plan monte carlo, saved reports Single sign-on eMoney Advisor's own site lists it too, and says: "Names MoneyGuide, with no detail".	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).

AI tools that connect to eMoney Advisor

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Finmate AI	Sends data to eMoney Advisor (through PreciseFP) Recorded as "eMoney (via PreciseFP)" Data out: client financial data, connected via PreciseFp	Checked on the vendor's site · Oct 13FinMate AI Notetaker page	$39 a month for one person Connection cost: not checked yet.
Zocks	Data moves with eMoney Advisor; the vendor doesn't say which way Recorded as "eMoney" Direction not stated: facts and financial plan updates eMoney Advisor's own site lists it too, and says: "Names Zocks, with no detail".	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Jump	Takes data from eMoney Advisor Recorded as "eMoney" Data in: financial planning context brought into meetings eMoney Advisor's own site lists it too, and says: "Names Jump, with no detail".	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
CogniCor	Data moves with eMoney Advisor; the vendor doesn't say which way Direction not stated: goal probability and plan metrics	Checked on the vendor's site · Oct 13CogniCor integrations page	No price found Connection cost: not checked yet.
Mili	Takes data from and sends data to eMoney Advisor Recorded as "eMoney" Data out: facts from meeting notes, such as incomes, amounts and owners Data in: client context, on demand	Checked on the vendor's site · Oct 13Mili integrations: eMoney	No price found Connection cost: not checked yet.
PitCrew	Names eMoney Advisor, with no detail Recorded as "eMoney" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)