This year’s T3 Technology Survey included Asset-Map for the first time, and we couldn’t be happier with the results. Asset-Map was included in the “Financial Planning” category, and we posted the second-highest user rating of any planning software according to the advisors who responded.
Read MoreAsset-Map Stencils save financial advisors time by overlaying placeholders representing different assets, insurances, liabilities, and incomes to help clients compare their Asset-Map Report to their peers and encourages them to fill in the missing gaps.
Read MoreWatch this video to hear from both Asset-Map and Black Diamond on how using these platforms together helps you become a more efficient advisor.
Read MoreAsset-Map now integrates with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal.
Read MoreWatch 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.
Read MoreWatch 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.
Read MoreWe’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”.
Read MoreWith 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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