Remote working and virtual client meetings are here to stay in the financial industry, but how can advisors incorporate a hybrid experience that straddles live and digital?
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Join our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links. She'll also highlight best practices throughout the training session regarding all things Discovery.
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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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