PARTNER - EMONEY

Powering Visual Planning Insights into Client Conversations with Asset-Map + eMoney Advisor

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.

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Features Overview

Ease of Use

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.

Visualize eMoney Data

Seamlessly import existing eMoney planning client data directly into the Asset-Map platform and instantly create clear, simple Asset-Map Reports™.

Modern Client Deliverables

Quickly and easily deliver Asset-Map Reports to the eMoney vault for seamless client-sharing and recordkeeping.

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This Integrations Requires

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