eMoney Everywhere is a revolutionary program providing Advisors with data integration among their most popular advisory tools and eMoney’s award winning, web-based applications. eMoney Everywhere integrates CRM, wireless, office and other software applications with eMoney 360 and 360Pro to create the ultimate advisor desktop. By leveraging web services, common architectures, and industry standard file formats, eMoney Everywhere integrates data between multiple software platforms and devices.
With eMoney Everywhere, Advisors gain a seamless data platform, saving them valuable time and resources. New partners are joining the eMoney Everywhere program on a regular basis!Current partners include:
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Our Contact Information
FERNANDO BENEGAS
National Account Manager
fbenegas@Mimeo.com
New York, NY 10016
T: 917 289 3066
F: 212 847 3560
C: 954 464 0182
24/7 Customer Care: 1•800•GoMimeo
eMoney for Outlook
eMoney for Outlook lets you use the most popular office solution, Microsoft Office®, with the award-winning wealth management solutions eMoney 360Pro and eMoney 360. Easy to install and simple to use, eMoney for Outlook will help you streamline your administrative tasks and decrease costly time taken to access multiple programs and duplicate information. Now, you can automatically connect to eMoney to download and synchronize your data with your Outlook files.*
*eMoney for Outlook requires Microsoft Office 2007.
Microsoft Office®, Microsoft Office Outlook® and Microsoft Office Excel® are registered trademarks of Microsoft Corporation
eMoney for Outlook lets you synchronize your contacts and quickly access an eMoney Pane for each of your clients without even logging into eMoney.
eMoney for Excel Beta gives you access to the most common spreadsheet solution to automatically download client financials from eMoney and use it in your own spreadsheets or programs.
eMoney Integrates With Redtail
eMoney’s award winning wealth management solutions integrates with Redtail CRM, providing Advisors with a single-sign-on process, synchronization of client data between both applications, and access and upload capabilities into eMoney’s popular document storage facility, the Vault. Now Advisors can populate important client data right from Redtail CRM into eMoney, saving them valuable time and ensuring data accuracy across platforms.
Founded in March of 2003, Redtail’s clients include independent financial professionals and over 40 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies.
eMoney iPhone App
Advisors and their clients can now access their most important financial data via their iPhone.- Manage Your Clients
- View Items in the Vault
- Receive Alerts Anywhere
With eMoney Mobile you and your clients can access pertinent financial account information on your Treo, Blackberry, iPhone or any other PDA with mobile Internet browser capability. Quickly respond to your clients at anytime from anywhere, with the answers and information they need.
eMoney Mobile’s interface comes branded with your logo, providing your clients with a continuous reminder of your concierge level of service. eMoney Mobile is yet another deliverable you can use to differentiate yourself in a highly competitive market.
Morningstar® Principia®
Easily upload your client's most recent investment account and holdings detail from eMoney into Morningstar® Principia® and conduct further research and analysis, monitor portfolios, and propose investment strategies.
Morningstar® Advisor WorkstationSM
Easily transfer your client, portfolio and holdings data from eMoney 360 Pro into Morningstar® Advisor WorkstationSM. No need to duplicate data entry. With just a few clicks your eMoney clients transfer into Morningstar® Advisor WorkstationSM allowing you to conduct a complete financial analysis on their portfolio.
