The technology firm eMoney Advisor says it has made significant updates to eMoney Access, an open API program that lets financial organizations adapt or integrate the firm's planning technologies into their own tech ecosystems.
The updated eMoney Access program can be used by wealth management firms to work on issues like syncing and enriching client data, according to its latest announcement. Other capabilities include client and user administration management, as well as custom reporting and workflows.
With the updates, eMoney Access says it now offers clients 250-plus endpoints and seven pre-built components so they can quickly get their planning services to market. The pre-built capabilities support services such as net worth monitoring, asset allocation oversight, probability of success reporting, goal summary reporting, expense monitoring and more.
