Financial planning technology providers eMoney and Asset-Map Holdings say financial advisors and other users of both firms' products can leverage eMoney for complex financial planning while using the Asset-Map visualization platform to simplify conversations and present household recommendations with greater clarity.
The resulting Asset-Map reports can then be delivered into the eMoney vault, creating client-ready planning materials while facilitating more client-friendly conversations.
H. Adam Holt, founder and CEO of Asset-Map, said in a statement that both firms share a commitment to raising the bar of financial planning.
“At a time when organic growth for some advisors seems like a pipe dream, this integration between Asset-Map and eMoney takes a client’s experience to the next level,” Holt said. “In addition to our shared values, the deep planning capabilities of eMoney combined with the visual nature of Asset-Map offer advisors the opportunity to deliver more impactful conversations.”
Ricky Illigasch, vice president of product management at eMoney, said the firm remains committed to expanding integrations and facilitating access to planning data across technology platforms.
“By partnering with Asset-Map, we’re working together to help advisors create a more seamless client experience that fosters collaboration, transparency and trust,” Illigasch said.
The Asset-Map and eMoney integration will be available soon for joint clients, according to the announcement, and financial advisors will be able to see a live demonstration of the integration during a webinar on Dec. 16.
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