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Seamless Access & Full Data Integration

Imagine this: You log into eMoney Advisor with a single click—no extra steps, no hassle—and all your data is already backed up, organized, and ready for action in your Milemarker data warehouse. That’s not a fantasy. That’s Milemarker’s Applink login.

Whether you’re an advisor juggling client financial plans or a firm leader managing data at scale, Milemarker’s Firm Intelligence makes logging into eMoney or Fidelity Planning smoother than ever. And the best part? You’ve got a full record of all your eMoney data, integrated and securely stored in Milemarker’s data warehouse.

Why It Matters?

eMoney is powerful, but it’s just one piece of your wealth management puzzle. With Milemarker, you don’t just access eMoney—you integrate it fully into your data ecosystem.

Let’s face it, jumping from platform to platform wastes time, and managing data across disconnected systems is a headache. That’s where Milemarker steps in. Our Applink login means no more juggling passwords or browser tabs. One click, and you’re in—working on financial plans, pulling reports, and managing data, all while Milemarker’s backend keeps everything tidy in your data warehouse.

How the Milemarker + emoney Login Works

How The

Milemarker + emoney

Login Works

Getting started with emoney inside Milemarker’s Firm Intelligence is simple:

Login to Milemarker

Login to Milemarker using your regular credentials.

Navigate to Applink

Head over to the Applink dashboard and spot eMoney or Fidelity Planning waiting for you.

launch the login process

Click, done, and you’re in—all the tools of eMoney Advisor are at your fingertips, directly from within the Milemarker platform.

It’s seamless. It’s fast. It just works.

What’s In It for You?

Seamless eMoney Access
You get single-click access to eMoney or Fidelity Planning without leaving Milemarker. All your favorite financial planning tools, no extra logins.
Data Stored in Your Warehouse
The real magic? Every bit of your eMoney data is captured and securely stored in Milemarker’s data warehouse. That’s not just convenience—that’s control over your data.
Total Integration with Firm Intelligence
Milemarker doesn’t just give you access—it gives you integration. You’re not managing data in silos anymore. Your eMoney data lives inside Milemarker’s Firm Intelligence, giving you a holistic view of your business and your clients.

Who’s This For?

If you’re using eMoney Advisor or Fidelity Planning, and you’re ready to simplify your life (and your firm’s operations), this integration is for you. Milemarker’s Firm Intelligence and data warehouse create a cohesive, powerful solution that brings all your planning data into one place. No more toggling. No more exporting and importing. Just one smooth experience.

emoney + Milemarker = Ultimate Control

Here’s the bottom line: eMoney Advisor is an essential tool, but without full integration, you’re missing out on its full potential. Milemarker changes that. We bring your eMoney data into our Firm Intelligence platform, making it easier to analyze, access, and act on—all while letting you log in faster than ever with our Applink login.

If you’re managing client portfolios, running financial plans, or handling operations, this isn’t just nice to have—it’s essential.

Access eMoney data seamlessly within Milemarker.

Store a full record of your eMoney data in Milemarker’s data warehouse.

Focus on advising, not managing technology.

Ready to Experience

Milemarker + emoney?

If you’re already using Milemarker’s Firm Intelligence or Innovation Partner services, you’ve got the tools. Start accessing eMoney or Fidelity Planning in a whole new way. More efficient. More streamlined. Way less hassle.

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