Business Wire

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...
Morningstar

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 ...
InvestmentNews

Asset-Map and eMoney ink integration partnership

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...
InvestmentNews

Fintech bytes: Focal, Asset-Map forge insight-oriented integrations

Focal, the San Francisco-based AI startup that secured $5 million in an October fundraising round last year, is pushing deeper into behavioral finance, rolling out an integration with Shaping Wealth ...
MyChesCo on MSN

Asset-Map taps AI with Jump integration to turn advisor meetings into action

PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves ...
Morningstar

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps

New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool ...