The Asset-Map + eMoney integration combines the power of eMoney’s robust planning engine with Asset-Map’s visual storytelling, enhancing both your workflows and your client conversations.
Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and eMoney integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
Seamlessly import existing eMoney planning client data directly into the Asset-Map platform and instantly create clear, simple Asset-Map Reports™.
Quickly and easily deliver Asset-Map Reports to the eMoney vault for seamless client-sharing and recordkeeping.
Learn more about Asset-Map: our visual, holistic planning and advice delivery tool designed to elevate conversations with your clients. No other platform makes financial planning conversations as simple, productive or profitable.
A subscription to the Holistiplan platform
A subscription to Asset-Map
