We’re excited to announce one of the most highly anticipated and requested integrations in the financial services industry: Asset-Map + eMoney Advisor!
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In this webinar replay, learn how to turn your meetings into proactive, personalized planning sessions.
Discover how to uncover gaps and priorities using Asset-Map visually. See how Wealthbox workflows and CRM data keep you on track to identify opportunities and reinforce your value.
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Creating meaningful client conversations doesn’t have to be hard. In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
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Effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
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Seamlessly create new client households using Plannr data or update existing households with our intuitive search and import workflow. Easily access and view Plannr data right within the Asset-Map Report and sync on-demand ensuring use of the latest information in both systems.
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The new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.
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In this webinar recording, hear from Shane Hall (Financial Planner at Shane Hall Financial) who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
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Hear from Shane Hall, Financial Planner at Shane Hall Financial, who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
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