Asset-Map, eMoney Announce Visual Planning Integration
Asset-Map Holdings, Inc. is partnering with financial planning software provider eMoney to streamline client reports.
Mutual users can use eMoney for financial planning while using the Asset-Map platform to help create clearer financial conversations. The resulting Asset-Map report may then be delivered into the eMoney vault, to create a client-ready deliverable.
“At a time when organic growth for some advisors seems like a pipe dream, this integration between Asset-Map and eMoney takes a client’s experience to the next level,” said H. Adam Holt, CFP, founder and CEO of Asset-Map. “We have tremendous respect for eMoney and the longstanding, positive impact they’ve had on the financial advisor community. In addition to our shared values, the deep planning capabilities of eMoney combined with the visual nature of Asset-Map offer advisors the opportunity to deliver more impactful conversations.”
Users can import household members, entities, and financials from eMoney, and can pair these with Asset-Map’s visual financial conversation tool.
According to both organizations, the Asset-Map and eMoney integration will be available soon for joint clients. Financial advisors will be able to see a live walkthrough of the integration during a live webinar on December 16 at 2:00 PM ET, where both teams will demonstrate the joint functionality.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
