The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Sync Client Accounts Seamlessly Into eMoney
Keep every client plan accurate, complete, and
always up to date.
Sync Client Accounts Seamlessly Into eMoney
Sync Client Accounts Seamlessly Into eMoney
Keep every client plan accurate, complete, and
always up to date.
Keep every client plan accurate, complete, and
always up to date.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
What the Zoe + eMoney integration means for you
What the Zoe + eMoney integration means
for you
Better Visibility
See a real-time view of client transactions
and portfolio movements.
See a real-time view of client transactions and portfolio movements.
See a real-time view of client transactions
and portfolio movements.
Clients view up-to-date balances and their complete wealth picture.
Clients view up-to-date balances and their complete wealth
picture.
Clients view up-to-date balances and
their complete wealth picture.
Seamless Account Connectivity
Advisors integrate accounts in just a few minutes.
Advisors integrate accounts in just a
few minutes.
Clients see their full wealth picture reflected in eMoney right away.
Clients see their full wealth picture reflected in eMoney
right away.
Clients see their full wealth picture reflected in eMoney right away.
3-Step Process
3-Step Process
Step 1
In the eMoney Dashboard, navigate to
Connections → Add Connection → Advisor Managed, then search for Zoe Wealth Platform - Direct Feed.
In the eMoney Dashboard, navigate to
Connections → Add Connection → Advisor Managed, then search for Zoe Wealth Platform - Direct Feed.
Step 2
In the Representative Code field, enter your
Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
In the Representative Code field, enter your Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
In the Representative Code field, enter your
Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
Step 3
Click “Connect".
Once the connection status shows “Up to Date,” balances will appear. If the status shows “Pending Data,” double-check your Repcode and allow 24–48 hours for the data to populate.
Once the connection status shows “Up to Date,” balances will appear. If the status shows “Pending Data,” double-check your Repcode and allow 24–48 hours for the data to populate.
FAQ
FAQ
How long does integration take?
How long does integration take?
How long does integration take?
Is client data secure?
Is client data secure?
Is client data secure?
Where do I get my Representative ID to link the accounts?
Where do I get my Representative ID to link the accounts?
Where do I get my Representative ID to link the accounts?
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC Registration does not constitute an endorsement of Zoe by the SEC nor does it indicate that Zoe has attained a particular level of skill or ability. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform.
The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Clients should consult with their own financial, tax, or legal professionals before making any investment decisions.
Zoe Financial does not guarantee the services of any adviser, and no assurance can be given regarding future investment performance. Each adviser is solely responsible for the advisory services they provide.
eMoney and eMoney Advisor are registered trademarks of eMoney Advisor, LLC. Zoe Wealth Platform is not affiliated with or endorsed by eMoney Advisor.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC Registration does not constitute an endorsement of Zoe by the SEC nor does it indicate that Zoe has attained a particular level of skill or ability. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform.
The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Clients should consult with their own financial, tax, or legal professionals before making any investment decisions.
Zoe Financial does not guarantee the services of any adviser, and no assurance can be given regarding future investment performance. Each adviser is solely responsible for the advisory services they provide.
eMoney and eMoney Advisor are registered trademarks of eMoney Advisor, LLC. Zoe Wealth Platform is not affiliated with or endorsed by eMoney Advisor.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC Registration does not constitute an endorsement of Zoe by the SEC nor does it indicate that Zoe has attained a particular level of skill or ability. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform.
The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Clients should consult with their own financial, tax, or legal professionals before making any investment decisions.
Zoe Financial does not guarantee the services of any adviser, and no assurance can be given regarding future investment performance. Each adviser is solely responsible for the advisory services they provide.
eMoney and eMoney Advisor are registered trademarks of eMoney Advisor, LLC. Zoe Wealth Platform is not affiliated with or endorsed by eMoney Advisor.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC Registration does not constitute an endorsement of Zoe by the SEC nor does it indicate that Zoe has attained a particular level of skill or ability. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform.
The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal. Clients should consult with their own financial, tax, or legal professionals before making any investment decisions.
Zoe Financial does not guarantee the services of any adviser, and no assurance can be given regarding future investment performance. Each adviser is solely responsible for the advisory services they provide.
eMoney and eMoney Advisor are registered trademarks of eMoney Advisor, LLC. Zoe Wealth Platform is not affiliated with or endorsed by eMoney Advisor.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved