Webinar Replay: The Next Evolution of Asset-Map

In this webinar recording, get an exclusive sneak peek of the future Asset-Map experience.

Our own VP of Customer Success, Bobby Lalvani, and Product Manager, Don Tinneny, revealed the next evolution of Asset-Map inspired by user feedback and designed to make it easier (and faster!) to deliver real-time advice in your client conversations.

They also shared:

  • How the new enhancements help advisors better focus on what's most important to them and quickly address client needs

  • The new and improved navigation, search functionality, householding, and more that makes delivering advice faster than ever

  • A behind-the-scenes UX research and development that went into designing a next-level experience for Asset-Map users

TJ Hill