Integration Partners

eMoney Advisor

Enhance efficiency, improve client engagement, and scale the impact of estate planning across your entire client base.

Save hours on every estate plan

Eliminate manual prep and system toggling—save hours per client and spend more time on high-value advisory work that matters.

Do more with the team you have

Streamline estate planning workflows so your team can handle more clients without adding resources or sacrificing quality.

Identify planning opportunities

Surface planning gaps and opportunities faster with real-time data—unlock new ways to deepen client relationships and grow revenue.

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“This integration is a great example of how the right technology can enhance both client service and firm efficiency. It’s helped us expand our planning capacity and uncover new opportunities without increasing operational burden.”

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Marlys Raycraft
Managing Director, Matter Family Office

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Webinar

Driving Results: How Matter Family Office Embraces AI and Integrated Tech

Matter Family Office understands the importance of holistic advice and doesn’t shy away from innovation—and the results speak for themselves. Through an integrated, personalized approach...

Webinar

Efficiency + Excellence: Building a Scalable, High-Touch Planning Practice with Vanilla and eMoney

Firms that integrate smart technologies and prioritize collaborative planning position themselves to deliver deeper insights, expedite planning processes, and offer scalable personalization, all while keeping...

Guide

Top 5 Reasons Why eMoney + Vanilla are Stronger Together

Discover why eMoney and Vanilla form a stronger partnership when integrated.

Blog

Unlocking Scale: How Matter Family Office Streamlines Estate Planning with Vanilla + eMoney

Vanilla recently announced our integration with eMoney, empowering financial advisors to streamline their estate planning workflows like never before. Matter Family Office, a nationally recognized...

Blog

Vanilla Announces eMoney Integration to Simplify Estate and Financial Planning

Vanilla, the award-winning estate planning software, is excited to announce a strategic integration with eMoney, the industry’s leading financial planning platform. This collaboration delivers a...

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Frequently Asked Questions

Typically importing data should take less than a few minutes and can be as fast as a few seconds.

Linked data is refreshed daily in the morning. Vanilla will show the current eMoney values available at time of refresh.

Best practice is to select the integration partner with the most robust data set. However, it is possible to enable multiple integrations simultaneously. Each account / asset will show an icon in Vanilla identifying which integration the data point originates from. One caveat is that there is not an automatic de-duplication at this time.

Vanilla respects your eMoney access controls. Whatever your client visibility and settings are in eMoney is what will be available to you in Vanilla.

Holistic wealth management starts here

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