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Technology > Marketing Technology

eMoney Planning Tool Now on TD's RIA Platform

By Janet Levaux

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Advisors using TD Ameritrade Institutional’s Veo One platform can now access eMoney Advisor’s financial planning tools using single sign-on access.

The firms say that this means RIAs on the eMoney platform — which has 60,000 users — can integrate TD Ameritrade client statements and forms into the eMoney Vault, for instance.

“We’re committed to working closely with providers across the industry to bring the most powerful technologies together on a single platform,” according to Jess Liberi, head of product at eMoney. 

“For nearly a decade, TD Ameritrade Institutional has been collaborating with technology innovators to develop solutions that enable RIAs to run better businesses and elevate the client experience,” said Jon Patullo, the firm’s managing director of tech solutions, in a statement.

“With streamlined and consolidated access to tools and information through an open-architecture environment, advisors can realize greater efficiency and productivity,” he added.

This news comes about two weeks after eMoney launched eMoney Access, which lets advisors better integrate technology and workflows. It relies on APIs, which are software intermediaries, that work with a mix of planning, client data, document storage and other features.

The first RIA client to use eMoney Access is United Capital, which believes the tool is “a powerful complement to the financial life management tools on the FinLife CX platform,” according to Jason Gordo, vice president and head of client experience at United Capital.

— Check out eMoney Launches API-Based Solution for Advisors on ThinkAdvisor.

Janet Levaux

@Think_JanetL

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