eMoney
Overview
Create or update eMoney financial records based on your form submissions.
What you need
Background
eMoney is a financial planning software designed to help financial advisors offer comprehensive planning services to their clients. It integrates client data to provide a complete financial picture, enabling advisors to offer personalized strategies and advice.
Benefits
Using eMoney can enhance client engagement through interactive financial planning experiences, improve advisor efficiency by streamlining data management and analysis, and support customized, client-centric financial strategies.
Considerations
When evaluating eMoney, consider its compatibility with your existing systems, the comprehensiveness of its financial planning tools, data security and privacy measures, user interface and ease of use, scalability to accommodate various client sizes, customer support and training resources, and pricing relative to features offered.
How to set up
Navigate to the Feathery form that you want to connect to eMoney. Click on the Integrations tab.
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Open the eMoney integration and choose the Feathery form event to trigger the eMoney action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)
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Authorize and connect your eMoney account.
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Choose which eMoney financial records you'd like your Feathery form data to map to and whether they should be created, updated, or both.
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Map your Feathery fields to the corresponding eMoney record fields that you want them to populate.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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