Articles from Asset-Map Holdings, Inc.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, today announced the launch of Asset-Map Growth Partners, a curated program connecting advisors with vetted companies purpose-built to help them grow. It supports advisors at every stage of that growth: expanding their reach, executing outstanding client service, and elevating their business. Growth Studio debuts alongside the program, Asset-Map's own subscription marketing service built for advisors who want a systematic way to attract the clients who are ready for an Asset-Map experience.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, today announced its new integration with Contio, the company on a mission to turn every meeting into momentum. Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.

Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. This is one of Asset-Map’s first AI integrations; the partnership with Jump and AI notetakers will expand in the coming year.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a leading provider of financial planning software.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced the appointment of Cheryl Nash to the company’s Board of Directors, effective immediately. Nash is 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, today announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.

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.