WealthStack Roundup: Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...
TMCnet

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Together, Growth Studio and the Growth Partners support Asset-Map advisors as they expand their reach, execute outstanding client service, and elevate their business. Advisors are invited to join the ...
WealthManagement.com

Asset-Map Announces $6M in Series B Funding

On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round. Headquartered in Philadelphia, Asset-Map, with a workforce of 40, ...
Business Wire

Asset-Map® Announces New Integration with Schwab Advisor Center®

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 ...
InvestmentNews

Asset-Map and eMoney ink integration partnership

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 ...
Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
Financial Planning

Tech Spotlight: Asset-Map on building a plan you 'can't unsee'

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...