In today’s busy environment, you need client data that not only integrates but integrates with how you work. As an advisor, your day usually starts and ends with your email and calendar. Now you can access your important eMoney client data, right in Outlook. No more clicking through to multiple programs to get answers. The information you need to provide exceptional service is right there for you.

With eMoney for Outlook your Outlook contacts and eMoney clients automatically synchronize. Here’s how it works. You receive an email from a client. Next to the email, you see a panel on the right side of your screen. On that panel is valuable, up-to-date, financial information.