This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

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 ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

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 ...

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning tool aimed at simplifying financial conversations between advisors and ...

Popular financial planning platform RightCapital has launched a new tool, using a relatively old form of technology, Optical Character Recognition, to help advisors migrating from the venerable eMoney ...