By popular demand… a new advisor data feed with eMoney is here, allowing you to sync all client account information, holdings, transactions, and tax lot information from Betterment to the financial planning software.
The new advisor connection is expected to improve client data accessibility in eMoney, helping you get a more comprehensive view of your clients' needs and streamline planning decisions.
Leverage the combined power of Betterment for Advisors and eMoney to deliver investment strategies that are more informed and aligned with your clients' overall financial goals.
To turn on the integration on the Betterment for Advisors side, simply send a set up request to support@bettermentforadvisors.com. Our team will then enable the connection, which should be operational in 2-3 business days.
To complete the integration with eMoney, follow the instructions below:
- Log in to the eMoney portal
- Navigate to your “Connections”
- Select “Add Advisor Connection”
- Select “Betterment” and follow the prompts to enter your Betterment Advisor ID
The connection should be operational by the following day. All data will update on a daily basis.
