INTEGRATIONS
We're proud to partner with an outstanding group of financial technology application firms who are aligned with our mission. These include technology peers, industry organizations, and planning networks.
Nitrogen enables financial advisors to pinpoint an investor's Risk Number and build a portfolio that contains just the right amount of risk.
Built by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.
MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives.
Redtail CRM is a web-based customer relationship management software that is designed exclusively for financial professionals.
The Morningstar Office integration creates a seamless experience with real-time sharing of client data and visual reports to enhance advisor efficiency.
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Easily import households and view Morningstar Risk Profiles/Scores directly on the Asset-Map Report with our Morningstar Advisor Workstation integration.
Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
The integration with PreciseFP allows you to import and export client/prospect data. You can integrate contact and household information, insurance, assets, liabilities and we export cash flow information.
Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting.
For our advisors in the United Kingdom (UK). The Plannr CRM integration creates a seamless experience with real-time sharing of client data to enhance advisor efficiency.
Easily link relevant files at a household, member, or instrument level for quick access when needed with our Google Drive integration.
The integration wtih Dropbox allows you to store and retrieve files within the Household in Asset-Map. It also allows new files to be posted to designated file locations within each of the file storage partners.
Keep your client-related documents safe, yet accessible, and reduce application swapping so that you can focus on your client conversations with our Box integration.
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