Live Training Webinar: Planning for Success in 2026 with Asset-Map

2025 has been a milestone year for Asset-Map, packed with powerful new features and enhancements designed to elevate every step of your advice process.

As we head into 2026, now is the perfect time to make sure you’re equipped with the tools that will drive clarity, efficiency, and stronger client engagement in the year ahead.

In this webinar, you’ll get a guided tour of our newest capabilities, including Priorities, Sidebar enhancements, Client Suggest, Presentation Mode, our eMoney integration, and more.

You’ll also walk away with practical tips for incorporating these updates into your workflow so you can start the new year with confidence and momentum.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)