The 2021 T3 Technology Survey results brought our recent Asset-Map product enhancements into clear focus. Here’s what we’ve done recently and what’s coming this year.
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Join the Asset-Map and Redtail teams on Tuesday, April 6 at 3 p.m. ET to see the latest integration update between the two platforms that saves advisors time by giving you the ability to send Redtail clients directly into Asset-Map.
Watch this webinar replay to walk through the new and improved navigation, search functionality, householding, and more that makes delivering advice in Asset-Map faster than ever.
You’ll also learn how to efficiently use Asset-Map to help you better focus on the tasks most important to you and quickly address client needs.
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Join our Sr. Training Manager, LiaJean McHenry, to learn how to get started in Asset-Map, best practices for boosting your efficiency, and key areas of the platform that are crucial to getting up and running in the platform.
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We’re thrilled to announce the launch of a brand new look for our platform. This redesign is the result of years of internal discussion and feedback from our best-in-class subscribers.
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The award-winning client engagement and financial visualization software for financial planners, Asset-Map, announced an improved User Experience that increases the speed of its platform and introduces a number of user experience enhancements.
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In this recording, hear from Wally Darling, Financial Quarterback at Alpha1 Tax&Wealth, David Martinez, Wealth Advisor at SmartPro Financial, and H. Adam Holt, our CEO & Founder as they discuss why financial planning is not just for high-net-worth clients. They'll share live case studies on how professionals who lead with advice are quickly (and efficiently) engaging both prospects and customers with financial guidance in all interactions.
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Join the Asset-Map and PreciseFP teams on Wednesday, March 17th at 2 p.m. CST, to learn about our powerful bi-directional integration that allows data to flow from PreciseFP to Asset-Map, and vice versa.
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