We’re excited to move the Asset-Map Beneficiary Report out of beta mode and into production. You can now find the Beneficiary Report among the existing library under “Reports”.
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With the new Future-Dated Insurances enhancement, users will now have the ability to specify a “Benefit Start Date” for all insurance types.
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We’ve added increased functionality and made improvements to the user interface of our Orion integration in this month’s product update.
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Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.
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As you enter a new year, take time to identify the three areas of the customer journey where you need to experience the most growth in your advisory firm.
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We’ve added increased functionality and an updated user interface to the Riskalyze integration in our latest product update. Check out the enhancements made to the integration.
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As we look toward the future, let’s take a moment to look back on the past year and count down our top ten blog posts from 2019.
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Our new integration with TD Ameritrade Institutional gives you a simple way to bring the Veo® Platform and Asset-Map platform together so you can quickly produce a new visual financial inventory for anyone.
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