RMD & Distribution Tracking for Estate Planners with eMoney
The Problem
Missing an RMD for a Estate Planning Advisory client triggers a 25% excise tax — and tracking them across custodians in WealthCounsel is a manual audit every December.
What We Build in eMoney
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. 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.