Two wealthtech platforms have announced new integrations designed to streamline data workflows and deepen the advisor-client planning experience, with both updates converging on a common partner: eMoney.
Wealth.com and PreciseFP each unveiled integrations that connect with eMoney’s financial planning ecosystem, as the broader wealthtech sector continues to prioritize automation and efficiency in light of heightened client expectations.
On Monday, digital estate planning platform Wealth.com launched a strategic integration with eMoney to eliminate manual data entry and synchronize financial information in real time. According to the firm, this will allow advisors to combine estate and financial planning into a more seamless, AI-enabled process.
“Financial advisors have long been impeded by fragmented tools and time-consuming manual processes that have historically been part of the estate and financial planning process,” Danny Lohrfink, co-founder and chief product officer at wealth.com said in a statement. “Our integration with eMoney eliminates that friction for wealth managers and will help them to deliver more accurate and timely estate planning advice to their clients.”
Through the integration, advisors can embed eMoney data directly within the Wealth.com platform, reducing duplicative work, minimizing risk of error, and maintaining a single source of truth throughout the planning lifecycle. The integration is available this month.
“We’re committed to streamlining and strengthening the financial planning process by offering powerful integrations with premier solutions that address diverse client needs,” said Luke White, group product manager at eMoney.
Wealth.com's integration with eMoney comes on the heels of it launching a new Scenario Builder, which it claimed to be the first all-in-one estate plan modeling tool designed for advisors, wealth planners, and estate attorneys.
Separately, PreciseFP announced a new partnership with FinMate AI that also links back to eMoney. With the integration, financial advisors can extract structured client data from AI-generated meeting notes via Finmate AI, automatically feed that data through PreciseFP, and send it into planning systems including eMoney, RightCapital and Envestnet’s MoneyGuidePro.
“This integration empowers advisors to go beyond collecting data – now they can activate it,” Richard Thoeny, executive vice president of product strategy at PreciseFP, said in another statement Tuesday.
According to the companies, the flow of information begins with FinMate.ai capturing know your customer, financial, and retirement details during discovery meetings. PreciseFP can then supplement any missing data via client forms before routing the full dataset to planning software.
“This new capability is a testament to what wealthtech providers can do when they set their sights on improving the advisor/client experience,” said Daniel Yoo, founder and chief executive officer at Finmate AI.
Finmate AI has a claim to being the first advisor focused AI-notetaker. Other players have entered the marketplace in recent years, including Jump, which has quickly secured several major partners since completing its $20 million series A funding last year, and Zeplyn, a Google engineer-founded startup that last month welcomed an ex-LPL leader to its board.
Both announcements come amid growing demand for holistic wealth planning solutions, as advisory firms seek to deliver value beyond investment performance and drive long-term client loyalty.
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