Plus & Minus Integrations

Shopify is a leading all-in-one commerce platform that enables businesses to start, build, and grow their online and physical stores. It offers tools to create customized websites, manage inventory, process payments, and sell across multiple channels including online, in-person, wholesale, and global markets. The platform includes integrated marketing tools, analytics, and customer engagement features to help merchants reach and retain customers. Shopify supports thousands of third-party apps and offers developer-friendly APIs for custom solutions. With world-class checkout technology, Shopify powers over 150 million high-intent shoppers worldwide. Its reliable, scalable infrastructure ensures fast performance and seamless operations at any business size.

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.

Adobe Acrobat is a versatile PDF solution that allows users to create, edit, review, and sign documents from anywhere. It offers advanced features to enhance workflows and productivity. Users can convert files to PDFs, directly edit text and images, and collaborate by sharing documents for feedback. The e-signature feature supports legally binding signatures across devices without external logins. Acrobat ensures data protection with password security and redaction. It integrates with Microsoft 365, Dropbox, and Adobe Creative Cloud for a connected document experience. Available on desktop, web, or mobile, Acrobat is a vital tool for managing PDFs for individuals, teams, and businesses.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

View, sign, collaborate on, and annotate PDFs with our free Adobe Acrobat Reader. Only with Adobe Acrobat Reader you can view, sign, collect and track feedback, and share PDFs for free. And when you want to do more, subscribe to Acrobat Pro. Then you can edit, export, and send PDFs for signatures. Do more than just open and view PDF files. It’s easy annotate documents and share them to collect and consolidate comments from multiple reviewers in a single shared online PDF. Work on documents anywhere using the Acrobat Reader mobile app. It’s packed with all the tools you need to convert, edit, and sign PDFs. You can use your device camera to capture a document, whiteboard, or receipt and save it as a PDF. Acrobat Reader is connected to Adobe Document Cloud, so you can work with your PDFs anywhere. You can even access and store files in Box, Dropbox, Google Drive, or Microsoft OneDrive.

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.