eMoney Integrations

Plus & Minus is a comprehensive ERP financial platform designed with a unified file system at its core. It provides collaborative features for accounting and procurement, as well as tools for overseeing sales, generating operational reports, and performing various other tasks. Users of Plus & Minus can effectively keep track of sales, handle essential financial operations, and produce tailored business reports while also managing important documents. Moreover, Plus & Minus offers flexibility in deployment, allowing users to choose between on-premises solutions or cloud-based options for their operations. This adaptability ensures that businesses can optimize their resource planning according to their specific needs and preferences.

Keeping track of the performance and tax responsibilities associated with your cryptocurrency investments can be quite complex. We make this task easier by allowing you to connect your exchanges and wallets seamlessly. You can integrate all your exchanges, wallets, and decentralized finance (DeFi) platforms directly within our system. It continuously and automatically updates your cryptocurrency balances and transactions for you. Our advanced technology supports fee tracking, margin trading, and provides numerous integrations, making it ideal for traders handling a high volume of transactions. With compatibility for over 300 exchanges and 2,500 cryptocurrencies, accessing your tax summary and generating the reports needed for filing is a breeze. Furthermore, our software integrates effortlessly with TurboTax and tools used by your accountant. We offer extensive support in the US, UK, Canada, and Australia, along with partial assistance for many other countries, ensuring you’re never alone in this process. CoinTracker has earned its reputation as the leading cryptocurrency tax software, making it easy for you to remain compliant with tax requirements. Moreover, our intuitive interface simplifies the management of your crypto portfolio more than ever before, allowing you to focus on your investments.

Streamline your client accounts by implementing customized integrations that provide detailed reports, emphasizing the value you deliver to your clients. To illustrate the potential effects of your recommendations on a prospect's financial advancement, offer hypothetical sales scenarios that factor in aspects such as investments, withdrawals, reinvestment of dividends, taxes, and more. Ensure that your clients' goals are aligned with comprehensive strategies across the firm aimed at fulfilling their financial aspirations by employing investment models, lists, and proven methodologies. Furthermore, leverage Monte Carlo simulations to showcase the possible success of various tactics. With the help of Morningstar Goal Bridge, you can facilitate goal-oriented conversations with clients, effectively connecting their ambitions to a straightforward and impactful investment plan within a user-friendly and efficient workflow. This strategy not only boosts client engagement but also solidifies their trust in your expertise while paving the way for long-lasting relationships. By integrating these elements, you create a more personalized service that can adapt to the evolving needs of your clients.

Envestnet MoneyGuide is dedicated to simplifying the financial planning process by aligning it with specific goals, making it accessible to a wide audience. Our intuitive financial planning tools enable advisors of all sizes to customize their offerings to meet the unique needs of each client. With a focus on client-centered design, MoneyGuidePro® provides sophisticated solutions and informed assumptions that aid advisors in navigating the complex financial elements that impact their clients' lives. In addition, MoneyGuideElite℠ offers an interactive platform for advisors to visually demonstrate various components such as income distribution, tax optimization strategies, lifetime protection plans, and the advantages and disadvantages of annuities. To enhance communication and data collection, we supply a variety of resources like questionnaires, brochures, and educational videos. Moreover, our marketing storefront enables you to personalize marketing materials with your contact information and branding, which helps to foster a professional image. This well-rounded strategy ensures that advisors are thoroughly prepared to guide their clients through their financial journeys while also adapting to their evolving needs. In doing so, we strive to create a supportive environment that promotes financial literacy and informed decision-making for all clients.

Nitrogen stands out as a powerful platform specifically designed to provide financial advisors with crucial resources for evaluating risk tolerance, crafting personalized proposals, and conducting thorough investment research, while maintaining an intuitive user experience. This innovative platform features advanced analytics and research tools, enabling advisors to carry out in-depth investment analyses that appeal to clients who prioritize a data-driven approach. By facilitating the assessment of risk capacity, timelines, and the probabilities of achieving financial goals, Nitrogen significantly aids clients in their journey toward retirement. Moreover, it offers tailored marketing materials, including client-focused videos and templates, to enhance outreach and client acquisition efforts. One of its key highlights is the Insights Dashboard, which delivers growth and risk analysis across managed assets, allowing advisors to review their performance metrics over time. In addition, Nitrogen's capacity to integrate with various financial planning and portfolio management applications amplifies its effectiveness, making it an essential tool for advisors aiming to elevate their client service offerings. Ultimately, this all-encompassing solution not only strengthens relationships with clients but also assists advisors in navigating the multifaceted landscape of financial planning, ensuring they are well-equipped to meet diverse client needs. This ongoing support empowers advisors to stay competitive in an ever-evolving industry and fosters a collaborative environment that benefits both parties involved.

Streamline financial operations encompassing reconciliation, balance evaluation, auditing, and reporting for web3 assets throughout their lifecycle. Effortlessly connect any on-chain and centralized finance data source in just a few hours to guarantee thorough visibility of your assets. This system is built with sophisticated multi-tier data clustering and enhancement techniques, systematically organizing all transactions for auditing, tax compliance, and reporting purposes. Maintain a detailed overview of your assets, which includes historical balances, performance assessments, and calculations of exposure and risk. This marks the first comprehensive enterprise-level analysis of your decentralized finance holdings. Utilize the collected information for internal projects like risk analysis and revenue management, ensuring you have a robust framework for financial oversight. Effortlessly track your balances across multiple wallets, accounts, and platforms while benefiting from the flexibility to search through historical data. Provide your executive team with vital performance metrics, efficiently track key performance indicators, and closely monitor your exposure and growth trajectory. By employing these advanced tools, you can significantly improve financial decision-making and boost operational effectiveness, ultimately leading to a more strategic approach to asset management. This innovative approach not only enhances transparency but also fosters informed financial strategies.