Home / Integrations / eMoney
AI tools that integrate with eMoney
10 tools name eMoney as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.
Compared
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial. ↗ wealthbox.com/pricing Verified 2026-11-04 | Addepar, Altruist, Orion, Black Diamond, eMoney, MoneyGuide, RightCapital, Schwab, Fidelity, Tamarac, Holistiplan, Nitrogen, Asset-Map, Box, Dropbox, Egnyte, Zapier, Calendly, Slack, Claude ↗ wealthbox.com/integrations | SOC 2 Type II (pricing page); SSO mentioned ↗ wealthbox.com/pricing | Visit | |
| Modular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle shown at $495/mo. ↗ nitrogenwealth.com/pricing Verified 2026-11-04 | Orion, eMoney, Schwab, Envestnet ↗ nitrogenwealth.com/integrations | None found | Visit | |
| Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo. ↗ rightcapital.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Orion, Black Diamond, Addepar, eMoney, MoneyGuide, Schwab, Fidelity, Pershing, Altruist, Tamarac, Morningstar, Advyzon, SS&C, Nitrogen ↗ rightcapital.com/integrations | None found | Visit | |
| All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, eMoney ↗ fpalpha.com/pricing | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com Verified 2026-10-26 | Salesforce, Orion, Black Diamond, Addepar, eMoney ↗ justvanilla.com/product-integrations | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page ↗ justvanilla.com | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing Verified 2026-10-26 | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ altruist.com Verified 2026-10-26 | Redtail, Wealthbox, Salesforce, Advyzon, eMoney, RightCapital, MoneyGuide, Vise, StratiFi, SmartRIA ↗ altruist.com/integrations | SOC 2 Type 2 examination by an independent AICPA auditor ↗ altruist.com/legal/security | Visit | |
| Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial. ↗ asset-map.com/pricing Verified 2026-11-04 | Orion, Black Diamond, Addepar, eMoney, RightCapital, Schwab, Holistiplan, Box, Dropbox ↗ asset-map.com/product/integrations | SOC 2 (stated) ↗ asset-map.com | Visit |
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