Build Efficiency Into Your Business

To streamline your workflows and provide a unified view of client data, eMoney Advisor and Salesforce are integrating their leading platforms for financial planning and customer relationship management (CRM).


Simplify Your Client Onboarding Process 


Streamline your on-boarding workflow and reduce data entry with bi-directional client creation.

Connect with Your Customers on a Whole New Level 


Drive growth by tightly connecting your team and your clients through a 360-degree view of customer interactions.

Create a Single
View of the Truth

Keep client information accurate and up to date across both platforms.