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 ...
Business Wire

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...
Morningstar

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into ...

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
Yahoo Finance

Asset-Map Announces Two New Features, With Three More Upcoming, at Annual AdviceTech.LIVE ...

PHILADELPHIA, November 12, 2024--(BUSINESS WIRE)--Asset-Map Holdings Inc. ("Asset-Map"), the premier modern financial planning tool for financial professionals, today announced two new features ...
Reading Eagle

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...
The Reporter

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of ...

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 ...