Partners
Partnered with the organizations on which advisors rely.
Some of our partners integrate directly with P5. Others offer their affiliated advisors a discount on their subscription. Find yours below.
Work with one of our partners? You may save on your subscription.
If you’re affiliated with any organization on this page, let them know you’re a P5 subscriber. They can give you a referral code for a discount on your subscription.
See pricing →Integration partners
Bring your households in. Keep everything in sync.
Connect your CRM, custodian or planning platform. Each advisor signs in with their own credentials, and imported clients are shared across the firm.
Partner spotlight
We’re partnered with eMoney.
Bring eMoney clients into the P5 Wealth Platform and keep risk assessments and financial plans in step.
- Import client accounts from eMoney to generate Tolerisk Scores that reflect each client’s true capacity for risk.
- Two-way data sync keeps risk assessments and financial plans current on both platforms.
- Scheduled imports bring new and updated households in automatically.
Financial institutions
Custodians and broker-dealers
Trade organizations
Professional associations
Additional partners
Technology, research and practice partners
P5 API
Connect P5 to your own tools.
The P5 API lets your systems read and write assessments, households, questionnaires and securities, so risk and planning data flows into the tools your team already uses. Admins control who can use API keys, and signed-in users can read the API docs.
Don’t see your platform, or want to partner with us?
Advisors have asked us for Salesforce, Altruist, Addepar, Envestnet Tamarac and RightCapital. Tell us what you use, or talk to us about a partnership.