Given the sensitive nature of client information in financial services, Asset-Map is committed to providing a safe and secure platform. As part of an ongoing effort to protect this personal data, we’re excited to announce that as of today every subscriber can now enable multi-factor authentication on their account
Read MoreJoin our upcoming live training learn how to save time using Asset-Map Stencils by overlaying placeholders (assets, insurances, liabilities, incomes, etc.) on Asset-Map Reports to help fuel ongoing client conversations, fill in gaps, and introduce new topics.
Read MoreIn this replay, hear from CEOs Robert Sofia and H. Adam Holt as they showcase 3 full-blown marketing campaigns that leverage the power of Asset-Map with the content and easy automation of Snappy Kraken.
Read MoreJoin two advisors-turned-entrepreneurs, H. Adam Holt and Kevin Lozer, as they share how Asset-Map and Holistiplan are compressing the financial and tax planning processes.
Read MoreModern clients expect a modern client experience. Here are the eight factors that go into being a future-ready advisor.
Read MoreHear from leaders at Asset-Map, Orion, and Wealthbox as they discuss the client journey and day-to-day practice management tasks that are made simpler through our integrations.
Read MoreIn this replay, hear from six leaders from some of the top financial technology companies at Asset-Map, Mobile Assistant, Orion Advisor Tech, Redtail Technology, Riskalyze, and Snappy Kraken.
Read MoreJoin CEOs Robert Sofia and H. Adam Holt on Tuesday, May 11th at 3 p.m. ET, as they showcase 3 full-blown marketing campaigns that leverage the power of Asset-Map with the content and easy automation of Snappy Kraken.
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