Integrations
Two CRMs, done deeply. That's the point.
You don't need fifty integrations. You need the CRM your firm actually runs on — connected both ways, so a form fills from the record and the record updates from the form. Enter it once; touch it never again.
Live Wealthbox sync
Two-way sync. Fill forms from the record; update the record from the form.
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Live Redtail sync
Two-way sync. Your Redtail data fills the packet; nothing gets retyped.
See how it worksSalesforce
Coming soonBeyond the CRM, Emma fills the custodian packets themselves — Schwab, Fidelity, transfers, beneficiary forms, any fillable PDF — and collects ESIGN/UETA-compliant signatures. The paperwork, end to end, from the tools you already use.
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Free to start. Live in under 5 minutes.