Integrations

Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting.

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.

Keep your client-related documents safe, yet accessible, and reduce application swapping so that you can focus on your client conversations with our Box integration.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.

Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.

This integration allows you to store and retrieve files within the Household in Asset-Map. It also allows new files to be posted to designated file locations within each of the file storage partners.

Combining the power of eMoney’s robust planning engine with Asset-Map’s visual storytelling, enhancing both your workflows and your client conversations.

Easily link relevant files at a household, member, or instrument level for quick access when needed with our Google Drive integration.

Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.