With Sidebar enabled, keep your clients’ entire household in view while editing their financials on the fly.
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Join fpPathfinder and Asset Map as we discuss how to navigate client conversations and planning opportunities surrounding the looming sunset.
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We’re thrilled to announce a powerful new integration with Plannr Technologies, set to transform advice experiences in financial planning practices in the UK.
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In this joint webinar, Matt Morris of EncorEstate Plans and Adam Holt of Asset-Map demonstrate the power of their respective platforms’ visual and interactive capabilities to help advisors deliver differentiated client experiences.
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Creating meaningful client conversations doesn’t have to be hard. In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
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This month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
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In this webinar, we will cover the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary. We will also be showcasing a new feature enhancement that allows you to visualize beneficiaries like never before.
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This article aims to debunk myths about AI and financial advising and highlight how these tools can enhance your capabilities as a financial advisor.
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