Learn the ins and outs of Asset-Maps and how you can use them to uncover new opportunities and present them to your clients in-person or virtually.
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Join two advisors-turned-entrepreneurs, H. Adam Holt and Derek Notman, who adopted a digital financial model over seven years ago to learn how to address pain points when transitioning to a remote advice delivery practice.
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Asset-Map is honored to be selected as the winner in the Top Specialized Planning Application category at the 2020 WealthManagement.com Industry Awards for insurance and disability planning instruments.
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Learn how the Wealthbox integration with Asset-Map helps advisors quickly and easily build out visualizations of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.
Join our Senior Training Manager, LiaJean McHenry, to learn how Asset-Map Stencils save you time by providing the ability to overlay placeholders representing different assets, insurances, liabilities, and incomes on Asset-Map Reports.
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Join us to learn the ins and outs of Asset-Maps and how you can use them to uncover new opportunities and present them to your clients in-person or virtually.
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Our CEO, H. Adam Holt, presented at the Morningstar Fintech Showcase on the impact advisor technology has recently made helping advisors communicate with their clients.
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Leaders from Riskalyze, Asset-Map, and Shane Hall Financial share the secrets to conducting impactful advisory conversations from your home or in-person by streamlining your tech stack.
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