Asset-Map Named 3x Finalist for the 2023 WealthManagement.com Industry Awards
For the ninth consecutive year, WealthManagement.com has named finalists for its annual industry award ceremony (“The Wealthies”) taking place in New York City on September 7th. This year saw over 1,000 entries from 413 companies, with 161 companies submitting a nomination for the first time.
We're proud to announce that Asset-Map has been selected as a finalist in three Technology Provider categories, including CEO of the Year, Specialized Planning, and Thought Leadership.
A panel of independent judges made up of top names in the industry chose the finalists and will determine the winners of the ninth annual WealthManagement.com Industry Awards, which recognizes the firms and individuals who are bringing new innovations to market each year that make a real difference to the daily activities of financial advisors.
More on Asset-Map’s Categories
Technology Providers - CEO of the Year
Our first nomination recognizes our fearless leader, H. Adam Holt. Holt has committed himself and Asset-Map to help drive the advancement of the financial services industry. By promoting accessible technology, committing to diversity, equity, and inclusion in all spaces, and mentoring the future of the profession through his podcast and the Boot Camp Program, Holt has pushed the industry to rethink what it means to be a financial advisor in the 21st century.
Technology Providers - Specialized Planning
The second category for which we were nominated relates to our core product and the upgrades made to the Signals feature. The use of Signals+ has empowered thousands of advisors and millions of consumers to identify and prioritize their financial health in six critical scenarios. Ultimately, advisors using Signals+ can now proactively align all aspects of a financial plan to serve one holistic goal, and ultimately earn more business.
Technology Providers - Thought Leadership
AdviceTech.LIVE 2022 convened over 500 financial professionals and 20+ technology vendors to address how advice technology can empower people to make better financial decisions. The full-day, virtual immersion event also encouraged vendors and advice professionals to adopt a consumer-first mindset in their product and service delivery. AdviceTech.LIVE raised a collective community donation of $32,091, presented to benefactor partners driving the future of the financial services industry and advice profession, including, Texas Tech University’s School of Financial Planning, the American College Center for Economic Empowerment and Equality, the University of Wisconsin Green Bay’s Personal Financial Planning Program and the FinServ Foundation.
