Overview
Asset-Map connects directly with leading wealth management technology—including CRMs, financial planning engines, custodians, and AI note-taking tools—to streamline how advisors create, update, and present household financial pictures.
Key Benefits of Using Integrations
Eliminate Double Data Entry: Import client demographics, assets, liabilities, income, and insurance directly into Asset-Map without manually re-typing financial details.
Accelerate Onboarding: Quickly generate a visual, single-page "one pane of glass" summary for new prospects and households in just a few clicks.
Keep Data Synchronized & Current: Re-sync or pull incoming data updates from your primary CRM, custodian, or financial planning engine so client maps reflect real-time numbers.
Maximize Tech Stack ROI: Connect Asset-Map with existing platforms (e.g., Redtail, Wealthbox, eMoney, MoneyGuidePro, Nitrogen, Holistiplan, Jump AI, and Charles Schwab) to create a cohesive advice workflow.
Drive Better Client Conversations: Combine detailed backend data aggregation with Asset-Map’s intuitive, interactive visual storytelling during live client meetings.
Supported Integration Categories
Category | Example Partners | Primary Integration Value |
CRMs | Redtail, Wealthbox | Seamlessly pull household contacts, relationships, and basic account details. |
Financial Planning Engines | eMoney, MoneyGuidePro | Merge complex, deep planning calculations with Asset-Map’s high-impact visual map. |
Portfolio & Custodians | Charles Schwab, Black Diamond, Orion, Addepar, ByAllAccounts | Keep account balances and position data automatically synchronized. |
AI & Automation Tools | Jump AI, Holistiplan, Contio, Quin | Turn client tax returns, digital onboarding forms, or meeting notes directly into valuable conversation topics. |
File Storage | Box, Dropbox, Google Drive | Attach relevant client documents directly to household maps for quick access. |
How Integrations Work in Asset-Map
Connect & Authorize: Some integrations are a little different. But, generally, enable the desired partner from the Integrations Management page using single sign-on or advisor credentials, depending on the requirements of your organization. Some integrations are not built by Asset-Map and therefore require you to start within the partner instead.
Import or Link: From within Asset-Map, search for an existing household in your partner software to import it into Asset-Map, or link an existing Asset-Map household to a partner record.
Sync & Visualize: Manually pull in updated values, apply stencils for discussion topics, and run visual Target-Maps™ during client reviews.
The Integrations Management Page
Connecting Asset-Map with an integrations partner that we link to is easy. Head to the Integrations Management page to activate (or deactivate) a desired integration.
Access the Integrations Management Page
Manage your integrations with Asset-Map through the Integrations Management page. Use one of three methods to access this page:
Option 1: Click your likeness in the upper right area and seleclt Integrations from the drop menu.
Option 2: From the main log-in page click the integrations option near to bottom of the page.
Option 3: From the Create Household page
Click Add Household; click the Integrations option.
Manage Connections
The Integrations Management page allows you to activate a connection with an integration partner, or deactivate it.
Activate a Connection
Click to activate your integration partner. Enter your credentials and allow access.
Only the advisor can connect their Asset-Map account with the integration partner. A Delegate can deactivate it but cannot reactivate the connection.
Deactivate a Connection
Disconnect Asset-Map from the Integration
From the Integrations Management page, click Deactivate on the desired partner's panel to remove the connection between Asset-Map and the partner. Within the client household, though the imported financials remain, the link icon will not be shown, syncing will no longer be available and the integration partner will no longer be available on the household's Summary page nor on the household Details page.
Refer to the specific integration's page to learn more details about the specific integration.
Disconnect Household from the Integration but not from Asset-Map
You can disconnect a specific household from the integration without disconnecting the integration overall from Asset-Map. Do not go to the integrations management page for this procedure.
Click to access a specific household.
View the Summary page of the household
Click the integration name on the integration panel on the Summary page
Click Unlink from the household members.
This removes the linked financials from that specific household's Asset-Map. Customizations done upon the financial (like adding notes or changing location name, etc.) will be lost.
Other Integrations not Managed Through Asset-Map Platform
These integrations start from within our partner:
Money Guide Pro
Jump
Quin
PreciseFP
Other Connections that use our Stencils but are not Official Integrations with Asset-Map
This particular connection is not managed through the Integrations Management page.
FP Pathfinder
Important Notes
*Note: The household created by these integrations is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.
*Note: Accessing Asset-Map from multiple browsers could affect integration tokens causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.
*Note: Asset-Map Platform does not support "chain syncing" (linking to Asset-Map after connecting to and updating from other integrations prior to syncing with Asset-Map).