Main Line

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...
Delaware County Daily Times

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...
Business Wire

Asset-Map Announces Collaboration with Morningstar

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to ...
Yahoo Finance

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 PHILADELPHIA, November 06, 2025--(BUSINESS ...
Business Wire

Asset-Map® Announces New Integration with Schwab Advisor Center®

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...
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 ...