When Hemingway added Asset-Map to his technology stack, he knew he was getting a tool that would help him easily collect information from both new and existing clients. But in the years since adopting the client engagement platform, he’s also found ways to leverage its capabilities to generate more precise conversations and use its time-saving features to complement plans built with eMoney.
Read MoreGet a sneak peek of our upcoming integration with EBIX on Wednesday, May 13 at 3 p.m. ET to see how you can send household financial data from EBIX SmartOffice to Asset-Map and create easy-to-understand, graphically rich views of your clients' assets.
Read MoreAsset-Map’s Target-Maps help your clients set the right funding goals by illustrating the situations they need to prepare for and organizing goals based on priority.
Read MoreOur CEO, H. Adam Holt, and Mobile Assistant Inc. CEO, Corey Westphal, outline steps in this article to help advisors align their interests in delivering on their value proposition without massive disruption to their current process of delivering financial advice.
Read MoreHear from TJ Hill, Director of Marketing at Asset-Map, and Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten, as they share real-life examples of how advisors are using visual communications to help their audience connect the dots throughout the client journey.
Read MoreIn this session, leaders from top financial technology companies, as well as advisors using these systems, discussed what they’re seeing in financial advice delivery and how they’re positioning their firms to create more streamlined technology enablement.
Read MoreWe're thrilled to announce new partnerships with the Association of African American Financial Advisors (AAAA) and the Female Advisor Network to enable education capabilities and technological enhancements to bolster client communication.
Read MoreYour ability to serve your clients shouldn’t solely revolve around the technology applications you choose. Your advice should be rooted in your ability to connect on a human, personal level.
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