Business Wire

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

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
Morningstar

Zoe Wealth Platform Integrates eMoney Data Feed, Empowering Advisors to Deliver a More Robust Client Experience

The New Data Feed Integration Enables Advisors to Bring Zoe Wealth Platform Accounts Into eMoney, Helping Clients Keep Their Wealth Strategy Complete and Up to Date NEW YORK CITY, NEW YORK / ACCESS ...
NBC4 Columbus

eMoney Advisor Presents Product Roadmap and Expert Insights on the Future of Financial Planning during Annual Summit

CEO Susan McKenna kicked off the 12 th annual Summit with reflections on eMoney's 25-year journey, celebrating milestones and the company's impact on financial planning. Key achievements over the past ...
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 ...