Quarterly Commentary & Client Letter for Estate Planners with eMoney
The Problem
Estate Planners write the same quarterly market commentary each client expects — and the personalization that would actually retain clients gets skipped.
What We Build in eMoney
AI drafts firm-level commentary and personalizes per-client paragraphs from WealthCounsel data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running eMoney — uses the native API or agent integration so nothing leaves the system of record.
eMoney Integration Approach
Audit your eMoney configuration
We map the specific eMoney objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the eMoney API or agent
Integration happens inside eMoney — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in eMoney with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your eMoney instance
30-minute call. We'll look at your actual eMoney setup and show exactly how this workflow fits.