Integrations

Quin is an AI assistant that handles advisor admin, keeping Asset-Map data up to date and putting it to work across 70+ advisory workflows.

Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.

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.

Combining the power of eMoney’s robust planning engine with Asset-Map’s visual storytelling, enhancing both your workflows and your client conversations.