Platform Update: Sept 2017

By Bridget Duncan | Sep 28, 2017

With Q4 just around the corner, we know you’re about to be busier than ever.  To help improve your client communication using Asset-Map, we’ve introduced some new features for our advisors:

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Announcing new features — November 2016

By Stefanie Fetterolf | Nov 09, 2016

Each Asset-Map Platform update is based on feedback we receive from the passionate community of financial professionals using Asset-Map to make a positive difference for their clients.

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