Business Wire

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
Business Wire

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...
Morningstar

Timely Insights Surfaced During Client Meetings Thanks to New Asset-Map, Contio Integration

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“Asset-Map”), ...
Hosted on MSN

Asset-Map and eMoney Join Forces to Transform Advisor–Client Transparency

PHILADELPHIA, PA — Asset-Map Holdings, Inc. has announced a new integration with eMoney Advisor, a widely used financial planning platform, creating a unified experience that blends deep planning ...
TMCnet

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Together, Growth Studio and the Growth Partners support Asset-Map advisors as they expand their reach, execute outstanding client service, and elevate their business. Advisors are invited to join the ...
InvestmentNews

Asset-Map and eMoney ink integration partnership

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...