In episode 49 of Virtual Coffee with Francois, special guest Louis van der Merwe (Director at WealthUp) discusses how he would start a practice in difficult times today, the important role mentors play, the technology they invest in, challenges with today's advice, and what is next for financial planning.
Read MoreThe Fintech Solutions Summit brings together a collaborative group of companies delivering a shared virtual training and user conference. Join our CEO and Founder, H. Adam Holt, CFP, ChFC, among other speakers on Tuesday, June 16th at 11 a.m.
Read MoreJoin Asset-Map CEO, Adam Holt, and Orion Advisor Integrations Product Manager, Jeff Kliewer, Thursday, June 11th at 4:00 p.m., EDT as they dive into how advisors are evolving the ways they conduct business today both with their clients and the technology they're implementing into their practices.
Read MoreWhy banks need to invest in technology that helps them improve client relationships, and emphasize more holistic, comprehensive financial conversations.
Read MoreLearn how to unlock conversations with business owners that are often ignored but critical to the financial security of these clients.
Read MoreAll Asset-Map features are generated from user feedback and internal discussion, and designed to help you work smarter. This month's updates include: Key Financial Figures, Data Loader, Marker Shortcuts, and Milestones (coming soon!).
Read MoreSave 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.
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