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 ...
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”), ...
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 ...