Asset-Map now integrates with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal.
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Watch this webinar featuring CEO H. Adam Holt as he walks through how to quickly build robust presentations, illustrate complex cash flow needs, and organize priorities into one single view.
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Watch the video below to hear from Asset-Map Founder & CEO, H. Adam Holt, and an Asset-Map power on how using these platforms together will help you quickly produce new visual financial inventories for clients and prospects.
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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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