As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit.” Advisors can help clients achieve this by having a deep understanding of their client’s ...

AdviceTech.Live, an online-only advisor technology conference born during COVID-19 pandemic-enforced lockdowns, will return for a fourth year, this time for free. The conference, run by the popular ...

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 ...

In Episode 42 of Rethink Financial Advice, H. Adam Holt, CFP and CEO of Asset-Map and Derek Notman, CFP and CEO of Conneqtor.co have a conversation with David Karr, the Chairman of Equitable Advisors, ...

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 ...

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 ...

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

In Episode 43 of the Rethink Financial Advice Podcast, hosts H. Adam Holt, CFP CEO of Asset-Map and Derek N. H. Notman, CFP CEO of Conneqtor.co sat down with certified financial coach, Catherine ...

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 ...

In a busy couple of days for the world of wealth technology, AI-powered productivity platform Focal and visual planning tool Asset-Map each announcing new integrations to surface actionable insights ...