Hear from the Asset-Map and Redtail teams on the latest integration update between the two platforms that saves advisors time.
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Join our panelists on May 25th, 2021 from 3:00-4:00 pm ET as we discuss the key financial planning areas you'll need to address to ensure clients get the advice they need throughout the divorce process.
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Asset-Map was voted the highest rated and fastest growing financial planning software in the 2021 Technology Tools for Today/Inside Information Advisor Software Survey
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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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