PHILADELPHIA, PA — Asset-Map Holdings, Inc. has announced a new integration with eMoney Advisor, a widely used financial planning platform, creating a unified experience that blends deep planning capabilities with streamlined visual communication for financial advisors and their clients.
Through the integration, advisors can use eMoney to build comprehensive financial plans while leveraging Asset-Map’s visual reports to present household data, recommendations, and priorities in a simplified, client-friendly format. Once created, Asset-Map reports can be delivered directly into the eMoney vault, giving advisors a single hub for collaborative, ready-to-share client materials.
H. Adam Holt, CFP®, Founder and CEO of Asset-Map, said the partnership raises the bar for client engagement at a time when organic growth remains challenging for many firms. He emphasized the alignment between the two companies, noting that combining eMoney’s planning depth with Asset-Map’s visual storytelling helps advisors “deliver more impactful conversations.”
Recent industry data underscores that demand. According to Nitrogen’s 2025 Firm Growth Study, 68 percent of clients would consider switching to an advisor with better client-facing technology, and nearly 90 percent said they would place more trust in recommendations when they could see the underlying data. The new integration allows advisors to import household members, financial details, and entities from eMoney into Asset-Map, creating a clear visual representation that can enhance understanding and build confidence.
Ricky Illigasch, Vice President of Product Management at eMoney, said the goal is to expand platform interoperability and make planning data more accessible. He described the partnership as an effort to “create a more seamless client experience that fosters collaboration, transparency and trust.”
The integration will be available soon to mutual users. Advisors can preview the capabilities during a live webinar on December 16 at 2:00 p.m. ET, where both companies will provide a walkthrough of the joint solution.
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