Focal, the San Francisco-based AI startup that secured $5 million in an October fundraising round last year, is pushing ...
As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
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 ...
Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...
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 ...
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 ...
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