Financial planning software company eMoney Advisor has just launched an API solution that provides advisors and large enterprise organizations easy access to planning, client fact data, document storage and other features on the eMoney platform.
eMoney Access allows advisors who might otherwise use multiple platforms to access them all through a single integration across platforms. Select APIs — or application programming interfaces — are available through a new developer storefront.
The benefits of eMoney Access include custom integrations, up-to-date data feeds, accelerated implementation of data transfers, customized client and advisor experiences and a secure development environment, according to eMoney, which is a wholly owned subsidiary of Fidelity Investments.
“No two firms are the same, and we realize they rely on multiple technology systems to operate their businesses and serve their clients,” said Jess Liberi, head of product at eMoney, in a statement. “By utilizing eMoney Access, users can create unique internal workflows and differentiated client experiences.”