Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.

Our CEO, H. Adam Holt, joined Michael Kitces on his podcast Financial Advisor Success, where they talked in-depth about how he got started with his first ‘Asset-Map’, why Adam structures his Asset-Maps to concentrate on 5 components, and how Adam designed his Asset-Maps to be used as tear sheets.

On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round.

Headquartered in Philadelphia, Asset-Map, with a workforce of 40, has now raised $7.6 million in total funding since inception.

Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s industry-leading visual financial advice engagement experience available to Morningstar® Advisor Workstation℠ subscribers.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series B funding round.

Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.

Asset-Map Signals are easy-to-understand graphic indicators that help financial professionals visualize the potential preparedness of a household’s ability to fund a sustained loss associated with critical events that commonly disrupt financial security.

In March 2020, the Fed announced a second round of rate cuts to the federal interest rate in response to the ongoing COVID-19 crisis.

While this is a bit of good news for anyone shopping around for a loan, it’s less than ideal for savers.

If you have concerns about how this might impact the interest rate on your savings account, you may be interested in looking for a high-yield savings account to offset the current rate cut.

Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.

FintekNews is pleased to offer our readers our “3 Questions With…” column, where we chat with a thought leader within a unique sector of fintech and ask them to answer just 3 questions for our audience in their vernacular.

Today, Asset-Map announces that John DeVincent has joined the company’s Board of Directors, bringing more than 20 years of financial client service and marketing experience.