Like your 2025 goal setting, this month’s features are so SMART!
Want to add someone to the Feature Release Group to receive this information via email each month and attend the monthly meeting? Submit a ticket: Service Portal > Get Access > Email Distribution List > Request to be added to featurereleasegroup@emoneyadvisor.com.
OAuth for eMoney APIs
Previously, we only sold API access to our firm customers. This is mostly due to the firm authentication flow being certificate based which gives “Admin” access for every office under the firm. This access is not acceptable or appropriate for a third-party partner. To enable third-parties to leverage our APIs to build their integrations, we built a new authentication flow using OAuth. OAuth enables us to have more partnerships and more revenue generating opportunities. Read more…
Questions? Andrew Gilliland, Luke White | Released Dec. 17
Tolerisk SSO
Tolerisk is the next generation of user-friendly risk tolerance and financial planning analytics, designed for the fiduciary process. Their advanced analytics ensure proper risk alignment and monitoring, resulting in increased conversion, retention, and referrals through an objective, repeatable, and documented process. Read more…
Questions? Alexis Tiensivu, Luke White | Releasing Jan. 28
New Sign-In Experience for Licensed Users
With this change, users will enter their username and be automatically redirected to Ojta to complete the sign-in process, yielding various benefits. Read more…
Questions? Andrew Gilliland, Luke White | Released Dec. 17
25 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 12/3/24 – 1/21/25
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