Business Wire

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

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 ...
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 ...
Yahoo Finance

Asset-Map Announces Two New Features, With Three More Upcoming, at Annual AdviceTech.LIVE ...

PHILADELPHIA, November 12, 2024--(BUSINESS WIRE)--Asset-Map Holdings Inc. ("Asset-Map"), the premier modern financial planning tool for financial professionals, today announced two new features ...
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 ...
MarketWatch

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers ...

Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading provider of artificial ...
Reading Eagle

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

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 ...