The Asset-Map + Envestnet MoneyGuide integration allows for seamlessly synchronized client account information directly from Envestnet MoneyGuide to the Asset-Map Platform. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations.
Quickly and easily connect Asset-Map through Envestnet MoneyGuide, where you can easily create new households or update an existing household to seamlessly synchronize client account information.
Easily generate Asset-Map reports directly from Envestment MoneyGuide for a smooth transition into Asset-Map. From there, you’ll be able to customize, apply stencils, create Target-Maps, and run client reports.l.
A subscription to Envestnet MoneyGuide
A subscription to Asset-Map
