Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a leading provider of financial planning software.

As a result of the new integration, mutual users can leverage eMoney for complex financial planning while using the award-winning Asset-Map platform to simplify conversations and present household recommendations with clarity. The resulting Asset-Map report may then be delivered into the eMoney vault, creating a seamless client-ready deliverable while facilitating more efficient, collaborative, and client-friendly conversations.

“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,” said H. Adam Holt, CFP®, Founder and CEO of Asset-Map. “We have tremendous respect for eMoney and the longstanding, positive impact they’ve had on the financial advisor community. 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.”

Nitrogen’s 2025 Firm Growth Study showed that 68 percent of clients would consider switching advisors who better utilize tech that is geared toward clients. Further, the study found that about 90 percent of investors would be more apt to trust their advisor’s recommendations if they could see the data that informs their guidance. With Asset-Map, users are able to import household members, entities, and financials from eMoney; they can pair these with Asset-Map’s visual storytelling to garner trust and empower clients.

“At eMoney, we’re committed to expanding our integrations and making planning data more accessible across technology platforms,” said Ricky Illigasch, Vice President of Product Management at eMoney. “By partnering with Asset-Map, we’re working together to help advisors create a more seamless client experience that fosters collaboration, transparency and trust.”

The Asset-Map and eMoney integration will be available soon for joint clients. Financial advisors will be able to see a live walkthrough of the integration during a live webinar on December 16 at 2:00 PM ET, where both teams will demonstrate the joint functionality. Learn more about the integration and register for the webinar here.

This eMoney integration continues Asset-Map's momentum in forging strategic technology partnerships, following successful integrations with Holistiplan for tax planning capabilities and a strategic agreement with LPL Financial to expand advisor access to Asset-Map's visual planning tools.

About Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to improve the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive, holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to visualize clients’ financial picture and promote better guidance conversations, having mapped over 2 million people and $3.4 trillion in financial instruments.

To learn more about Asset-Map, visit www.asset-map.com.

About eMoney Advisor

eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S.

For more information, please visit: emoneyadvisor.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251106832425/en/

As a result of the new integration, mutual users can leverage eMoney for complex financial planning while using the award-winning Asset-Map platform to simplify conversations and present household recommendations with clarity.