Coming Soon: eMoney Advisor Integration

We’re excited to announce one of the most highly anticipated and requested integrations in the financial services industry: Asset-Map + eMoney Advisor!

Soon, advisors can bring the power of eMoney’s robust financial planning engine together with Asset-Map’s award-winning visual storytelling. bridging the gap between advanced analysis and clear client understanding.

What’s Coming

The new Asset-Map and eMoney Advisor integration allows advisors to:

  • Import household financial planning data, including members, entities, and financials, directly from eMoney into Asset-Map

  • Instantly create visual Asset-Map Reports that make complex financial lives simple to explain and easy to act on

  • Push finalized reports back into the eMoney Vault for client review, documentation, or ongoing collaboration

Why It Matters

According to the 2025 Firm Growth Study by Nitrogen:

  • 68% of clients would consider switching to an advisor who better utilizes client-focused technology

  • 90% of investors would trust recommendations more if they could see the data behind the advice provided

At a time when organic growth feels out of reach for many advisors, the Asset-Map + eMoney Advisor integration helps differentiate the client experience by combining deep planning insight with clear, visual communication.

What This Means for You

  • Improve your efficiency with connected workflows between Asset-Map and eMoney Advisor

  • Enhance trust and transparency by leveraging advanced data insights through clear visuals

  • Support every stage of the client lifecycle, from discovery to delivery

What’s Next

The Asset-Map and eMoney integration will be available next week for joint subscribers. 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.

Register Today
TJ HillIntegration, eMoney Advisor, eMoney, Product Update