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 reporting tools.
The integration allows advisors to import household financial planning data from eMoney directly into Asset-Map, enabling streamlined conversations and the creation of client-ready reports.
Advisors can leverage eMoney for in-depth financial planning and then use Asset-Map’s platform to present recommendations in a more accessible, visual format. Completed Asset-Map reports can also be delivered into the eMoney vault, offering a seamless experience for both advisors and clients.
H. Adam Holt, founder and chief executive of Asset-Map, said in a Thursday announcement that the integration “takes a client’s experience to the next level.” He pointed to the “shared values” between the two companies and highlighted the combination of “the deep planning capabilities of eMoney” with Asset-Map’s visual approach to help advisors deliver “more impactful conversations.”
The move comes as technology adoption continues to shape client expectations in the wealth management space. According to Nitrogen’s 2025 Firm Growth Study, 68% of clients would consider switching to an advisor who makes better use of client-focused technology. The same study found that about 90% of investors would be more likely to trust their advisor’s recommendations if they could see the data behind the advice.
With the new integration, advisors can import household members, entities, and financials from eMoney into Asset-Map, pairing that information with visual storytelling to help foster trust and empower clients.
Ricky Illigasch, vice president of product management at eMoney, said the company is “committed to expanding our integrations and making planning data more accessible across technology platforms.” He said the partnership with Asset-Map is intended to help advisors create “a more seamless client experience that fosters collaboration, transparency and trust.”
The integration is expected to be available soon for joint clients of both platforms.
Asset-Map’s latest partnership follows its previous integration with Holistiplan for tax planning and its strategic agreement with LPL Financial, which expanded advisor access to its visual planning tools.
eMoney remains a dominant player in the financial planning software space, holding 45.5% market share among firms with more than $8 million in annual revenue, according to the most recent t3 AdvisorTech survey. Asset-Map, while representing a smaller portion of the market, has been steadily increasing its presence, the report noted.
Founded in 2013, Asset-Map is used by thousands of professionals globally and has mapped more than 2 million individuals and $3.4 trillion in financial instruments.
Asset-Map is one of the top proposal development software for advisors and RIAs. See the full list here.
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