# AI Automation for eMoney

> 15 workflow automations purpose-built on top of eMoney — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/emoney/
- **Automation count:** 15
- **Roles:** Estate Planner, Financial Advisor, Wealth Manager

## Automations

- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/with/loan-file-assembly-for-financial-advisor-with-emoney/) — AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwrite
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/with/conditional-approval-response-for-financial-advisor-with-emoney/) — AI reads the conditions, identifies what each condition needs, pulls it from Orion or chases the borrower, and re-submits the condition clea
- [Policy Renewal Outreach for Financial Advisors](https://calish.com/workflows/with/policy-renewal-outreach-for-financial-advisor-with-emoney/) — AI tracks every renewal date in Orion, remarkets at 90 days, drafts the client renewal package with options, and books the review call — ret
- [Commercial Quote Preparation for Financial Advisors](https://calish.com/workflows/with/commercial-quote-preparation-for-financial-advisor-with-emoney/) — AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-prop
- [Closing & Title Package Prep for Financial Advisors](https://calish.com/workflows/with/closing-and-title-package-prep-for-financial-advisor-with-emoney/) — AI assembles the closing package in Orion, validates each doc, chases stale items, and prepares the settlement statement — closings hit the 
- [KYC/AML Review for Financial Advisors](https://calish.com/workflows/with/kyc-aml-review-for-financial-advisor-with-emoney/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r
- [Deal Sourcing & Screening for Financial Advisors](https://calish.com/workflows/with/deal-sourcing-and-screening-for-financial-advisor-with-emoney/) — AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — ass
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-emoney/) — AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points
- [LP & Investor Reporting for Estate Planners](https://calish.com/workflows/with/lp-and-investor-reporting-for-estate-planner-with-emoney/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on
- [RMD & Distribution Tracking for Estate Planners](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-estate-planner-with-emoney/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Estate Planners](https://calish.com/workflows/with/new-client-onboarding-for-estate-planner-with-emoney/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures
- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-emoney/) — AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talk
- [Portfolio Drift & Rebalance Alerts for Estate Planners](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-emoney/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Estate Planners](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-estate-planner-with-emoney/) — AI drafts firm-level commentary and personalizes per-client paragraphs from WealthCounsel data — every client gets a relevant letter, not bo
- [Communication Compliance Surveillance for Estate Planners](https://calish.com/workflows/with/communication-compliance-surveillance-for-estate-planner-with-emoney/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to

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