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 ...
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 ...
Advisors can pour their full attention into their client meetings thanks to new integration between Asset-Map and Contio.
LPL has announced a new partnership that will allow its advisors to display their client’s household’s assets on a one-page visual presentation, which will enable them to better engage with those ...
In a busy couple of days for the world of wealth technology, AI-powered productivity platform Focal and visual planning tool Asset-Map each announcing new integrations to surface actionable insights ...
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 ...