Integrations
Fresh Drops on Asset-Map
Discover Asset-Map’s latest integrations and partnerships.
Jump
jump.aiCombines Jump's AI meeting intelligence with Asset-Map's visual household framework, helping advisors reclaim hours of administrative time while ensuring their planning conversations.
eMoney
emoneyadvisor.comCombining the power of eMoney’s robust planning engine with Asset-Map’s visual storytelling, enhancing both your workflows and your client conversations.
Holistiplan
holistiplan.comUsing advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.
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Morningstar
morningstar.comMorningstar Advisor Workstation integration creates a seamless experience with real-time sharing of client data and visual reports to enhance advisor efficiency.
Nitrogen
nitrogenwealth.comNitrogen enables financial advisors to pinpoint an investor's Risk Number and build a portfolio that contains just the right amount of risk.
Orion
orion.comBuilt by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.
Plannr
plannrcrm.comBuilt by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.
PreciseFP
precisefp.comThe integration with PreciseFP allows you to import and export client/prospect data. You can integrate contact and household information, insurance, assets, liabilities and we export cash flow information.
WealthBox
wealthbox.comWealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
eMoney
emoneyadvisor.comCombining 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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