Save even more time by populating Asset-Maps using a CSV file with the Data Loader feature. With this update, you can import and export asset data for one or multiple members of a household. Additionally, this feature will speed the process up for subscribers transitioning a book of business from another FinTech solution to Asset-Map.
Read MoreWe're pleased to announce the addition of a highly sought after feature: Key Financial Figures. Asset-Map subscribers can now assess a household's specific financial figures at a glance in multiple locations throughout the platform.
Read MoreThe Marker was added to enhance your client meetings, either in the office or remotely.
Read MoreWith this upcoming release, we’ve made it possible to capture advice milestones along your customer’s journey in the Asset-Map Platform.
Read MoreJoin our CEO and Founder, H. Adam Holt, CFP, ChFC, on Wednesday, April 20 at 2 p.m., where he’ll share tips on how to unlock conversations with business owners that are often ignored but critical to the financial security of these clients.
Read MoreWhen 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.
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