Integration Partners

eMoney Advisor

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

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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

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.

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