Product Update: 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!

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 New

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