WealthStack Roundup: Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...
Korea Joongang Daily on MSN

Mirae Asset launches MAPS in Hong Kong

The Korean financial firm debuted a unified platform for stocks and digital assets in Hong Kong, with plans to expand to the ...
Accounting Today

Vendor Spotlight: Asset-Map

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...
Financial Planning

Tech Spotlight: Asset-Map on building a plan you 'can't unsee'

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...
Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
WealthManagement.com

Asset-Map Announces $6M in Series B Funding

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, ...
Business Wire

Asset-Map® Announces New Integration with Schwab Advisor Center®

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...
Financial Advisor

Asset-Map Brings One-Page Financial Landscape Tool to Orion in Strategic Partnership

Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors.
InvestmentNews

Asset-Map and eMoney ink integration partnership

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...
WealthManagement.com

Asset-Map And Orion Now Integrated

Personal finance visualization platform Asset-Map is now integrated with Orion Advisor Services’ portfolio accounting, the company announced today. Advisors are now able to access Orion household data ...
Reading Eagle

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...