maximize your client relationships
 
    Partners

eMoney continues to build strong relationships with a variety of organizations in order to increase opportunities for our customers to maximize their advisor-client relationships.  These partners have a strong presence in the markets they serve and a focus on delivering superior customer service.

Integrated Partners
    eMoney Everywhere
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.
 
     
Mimeo Mimeo
Build strong client relationships with high value documents. Mimeo and eMoney Advisor have partnered to create an integrated just-in-time high quality printing solution.
eMoney for Office - Beta
eMoney for Office lets you use the most popular office solution, Microsoft Office®, with the award-winning wealth management solutions eMoney 360Pro and eMoney 360.
redtail Redtail Technology CRM is a web-based, easy-to-use client management solution design specifically for Financial Professionals. 
eMoney Mobile
Advisors and their clients can now access their most important financial data via their iPhone, Blackberry or other popular mobile device with internet browser capabilities.
MorningStare
Principia®
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.

 

 

Corporate Partners
Bergin Communications
Bergin Communications is a firm that helps advisors and financial service providers more closely connect with clients and prospects through messaging development and innovative marketing, communications and public relations initiatives.
cash edge CashEdge
CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability.
DAZL DAZL
DAZL, an electronic data transfer tool, supports your need to gain instant access to the most current mutual fund and client account information. This powerful data delivery tool enables you to easily download client data files via the Internet, and then import the data into a variety of portfolio management software packages.
eSignal eSignal
The eSignal business unit is a division of Interactive Data Corporation specializing in the delivery of real-time market information and the development of advanced trading workstations.
Ibbotson Ibbotson
Ibbotson Associates® is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation.
LifeCare Gateway LifeCare GatewaySM, is the premier solution for the convergence of ‘health and wealthinformation, education and services that provides you with exclusive tools to help solve your client’s life issues related to retirement, protection and care management.
MarketWatch MarketWatch
MarketWatch, Inc. is a leading provider of business news, financial information and analytical tools. eMoney Advisor makes MarketWatch content available to its customers within the application.
Microsoft Microsoft
Microsoft provides a variety of products and services, including its Windows operating systems and Office software suite.
Miningham and Oellerich Miningham and Oellerich
Miningham & Oellerich, Inc. (M&O) is a technology partner for leading institutional broker-dealers, banks and insurance companies for innovative and effective enterprise data management solutions.
Sungard Sungard
SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector.  SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies.