We're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories for the 2021 WealthManagement.com Awards, including Specialized Planning Applications, Financial Planning, Diversity, Equity, and Inclusion.
Read MoreIn this webinar recording, 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 MoreLearn how to attract more leads and actually turn them into clients with top digital marketing tactics from the most successful financial advisors today.
Read MoreCEOs H. Adam Holt and Derek Notman, occasionally referred to as the Fintech Cowboys Butch and Sundance, are teaming up once again for several big announcements.
Read MoreIn this webinar, LiaJean McHenry, Sr. Training Manager at Asset-Map, shares the ins and outs of an Asset-Map household to showcase how financial professionals can uncover new opportunities and present them to clients in-person or virtually.
Read MoreIn this video, hear from our Sr. Training Manager, LiaJean McHenry, as she dives into the differences between our inbound and outbound Discovery interview links.
Read MoreDelivering expert financial advice to clients going through major life changes like divorce is critical to your role as a financial professional.
Read MoreHear from H. Adam Holt and Kevin Lozer who shared how Asset-Map and Holistiplan are compressing the financial and tax planning processes.
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