Unlocking Deeper Client Insightswith eMoney
Preparing for client review meetings often means logging into multiple systems, cross-referencing cash flows, manually verifying balance sheets, and piecing together estate plans.
With the latest integration between GReminders and eMoney, that manual prep work disappears. By connecting eMoney’s deep financial planning engine directly to GReminders’ AI workspace, wealth managers and financial advisors can now auto-generate comprehensive Pre-Meeting Briefs and query real-time client data using Ask Anything.
What Data Synergies Are Included?
The integration pulls dynamic financial planning metrics straight from eMoney into your automated prep workflows:
- Overview: High-level relationship summaries, planning status, and client milestones.
- Facts: Household demographics, dependants, ages, and target retirement dates.
- Income: Earned income, retirement distributions, annuity streams, and passive revenue sources.
- Expenses: Current living costs, fixed commitments, and projected future liability goals.
- Reports – Balance Sheet: Net worth statements, liquid vs. illiquid asset allocations, and debt liabilities.
- Reports – Cash Flow: Surplus or deficit trajectory, tax impact projections, and saving contributions.
- Reports – Estate Transfer: Beneficiary designations, trust structures, power-of-attorney statuses, and tax mitigation strategies.
How It Transforms Your Workflow
1. Instant Pre-Meeting Briefs
Instead of spending 30 to 45 minutes manually auditing accounts before a call, GReminders automatically aggregates your CRM notes alongside live eMoney data.Minutes before your meeting starts, you receive an organized summary right in your inbox or calendar invite.
A typical brief highlights:
- Major net worth changes since the last review.
- Cash flow gaps or recent spikes in expenses.
- Key upcoming estate or beneficiary milestones.
2. Live Q&A via “Ask Anything”
Need a hyper-specific figure mid-day or during meeting prep? The Ask Anything AI Assistant acts as a conversational search layer across your eMoney vault and client record.
Simply ask plain-language questions like:
“What is Sarah’s projected cash flow surplus for next year?”
“Show me a quick summary of the estate transfer strategy we set up in eMoney.”
“What are their primary expenses logged under non-essential spending?”
In seconds, GReminders pulls the precise datapoint from eMoney, citing the exact source figures so you can talk to your clients with complete confidence.
How to Setup
Go to Setup > Integrations and search for eMoney
Click Setup
From here you decide how you want to authorize your eMoney Account. Do you want everyone to use the same login to access eMoney data, or do you want each user to connect their eMoney Account? Or take a Hybrid approach. This is up to you.
Next enter your eMoney credentials. You may be asked for 2FA confirmation.
GReminders looks up eMoney Households by email address and last name. If you are using email this should be the same email address that is you CRM. This is the most unique piece of information for a client.
To confirm its working navigate to your CRM Contacts in GReminders. Ask a question like “Show me all the information in eMoney on this client”
The system should return everything it sees.
Additionally you can add Pre Meeting Brief Instructions in the template.
Add things like “Summarize All the information in eMoney and highlight cash flow at retirement”
That’s It.
Looking for additional functionality? Contact [email protected]
FAQs
What is the benefit of the integration between GReminders and eMoney?
The integration eliminates manual prep work by auto-generating comprehensive Pre-Meeting Briefs and allowing real-time queries of client data.
What types of data can be accessed through the integration?
The integration provides access to high-level relationship summaries, household demographics, income sources, expenses, balance sheets, cash flow reports, and estate transfer details.
How do I set up the integration with eMoney?
Go to Setup > Integrations, search for eMoney, enter your eMoney credentials, and ensure the email address matches your CRM for client lookup.