Asset-Map: Achieving Goals with the Full Financial Picture
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Get plugged into planning with a Client’s full financial picture through the Asset-Map integration! This Integration is set to release in eMoney in early 2026. Learn more about this Integration and its offerings with Asset-Map CEO, Adam Holt CFP®, CHFC®.
Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.