Advisors can pour their full attention into their client meetings thanks to new integration between Asset-Map and Contio.

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...

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 ...

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, ...

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...

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 ...

A new partnership announced by Asset-Map and Redtail Technologies aims at combining the firms’ customer relationship management (CRM) capabilities. Moving forward, subscribers of both the Asset-Map ...

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 ...

Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors.

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 ...