Integrations

Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting.

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.

Keep your client-related documents safe, yet accessible, and reduce application swapping so that you can focus on your client conversations with our Box integration.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.

This integration allows you to store and retrieve files within the Household in Asset-Map. It also allows new files to be posted to designated file locations within each of the file storage partners.

Easily link relevant files at a household, member, or instrument level for quick access when needed with our Google Drive integration.

Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.

Combines Jump's AI meeting intelligence with Asset-Map's visual household framework, helping advisors reclaim hours of administrative time while ensuring their planning conversations.

MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives.