In this webinar replay, leaders from Asset-Map and Jump showcased a new AI-powered integration designed to support advisors where it matters most: turning meaningful client conversations into clear, actionable next steps.
Read More
During this webinar replay we did a deep dive into Stencils, a powerful feature designed to help you surface overlooked details, close information gaps, uncover additional AUM opportunities, and introduce relevant planning solutions.
Read More
In this live webinar, financial advisor Don Hilario showed how integrating Asset-Map with fpPathfinder turns surface-level client discussions into deeper planning conversations that show value every time.
Read More
During this webinar, we covered Asset-Map fundamentals, best practices, and lesser-known features designed to help advisors quickly and accurately integrate data into the platform. You’ll see how tools like the Discovery Interview, Stencils, and integrations work together to streamline data entry, improve consistency, and support more efficient client preparation, while also learning where to access ongoing resources and support.
Read More
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.
Read More
In this webinar replay, we highlighted our various integrations, showed a few live demos of how easy they are to implement in your practice, and even showcased our exciting new integration with eMoney Advisor.
Read More
In this webinar replay, you’ll get an inside look at Asset-Map’s latest release and learn how Priorities helps advisors and clients align on what matters most.
Read More
In this webinar, you’ll learn more about Asset-Map features that you can leverage to facilitate life insurance conversations including Stencils, Signals, Target-Maps, and more. You will walk away with actionable steps on how you can create a more meaningful dialogue in your practice to cover needs and put plans in place for clients.
Read More