eMoney for Office lets you use the most popular office solutions of Microsoft Office® with the award-winning wealth management solutions eMoney 360Pro and eMoney 360. Easy to install and simple to use, eMoney for Office helps you streamline your administrative tasks and decrease the costly time taken to access multiple programs and duplicate information. Now, you can automatically connect to eMoney to download and synchronize your data with your Office files for even greater data integration.*

Without having to log into eMoney, eMoney for Outlook synchronizes your contact information and gives you access to an eMoney Pane displaying each contact’s assets and holdings detail. eMoney for Outlook gives you the ability to link contact data for existing clients, add new clients, and choose which data to use when inconsistencies are identified between the two. Once installation of eMoney for Outlook is complete, eMoney appears on the Microsoft Outlook Toolbar and as a new option under the Tools menu.

eMoney for Excel gives you the ability to automatically download important client information from eMoney into a Microsoft Excel spreadsheet for use with other spreadsheets and Advisory tools. At the click of a button, your client’s contact information, financial accounts and holdings detail is imported into a Microsoft Excel spreadsheet. eMoney for Excel also makes updating spreadsheets a snap. Just click on the “Update All” button and all the data contained in the Excel workbook is refreshed with the latest eMoney data.

For more information or to install eMoney for Outlook or eMoney for Excel visit
www.emoneyadvisor.com or email us at emasales@emoneyadvisor.com.