Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

eMoney Advisor | Fidelity Investments

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client’s needs. eMoney’s suite of tools are used by leading financial services firms around the country, including such well-known names as Genworth Financial Management, TD Bank, First Trust Bank, The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, New York Life, National Life Group, Northern Trust, and Securian Financial Services, among others.

eMoney
  • Financial Planning
  • Retirement Planning
  • Tax Calculations
  • Account Aggregation
  • Analytics
  • Compliance Management
  • Risk Management
eMoney

Companies that integrate with eMoney

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
Brinker Capital
Brinker Capital
Brinker Capital is a privately-held investment management firm empowering financial advisors to help their clients achieve better outcomes.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
BlackRock
iRetire | Blackrock
iRetire technology can help improve how financial advisors guide clients to retirement.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar
Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
XLR8
XLR8 / Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

eMoney

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.