Asset-Map Named 3x Finalist for the 2021 WealthManagement.com Industry Awards
It’s time again for the WealthManagement.com Industry Awards, and both readers and awards committee votes have been counted. This year saw over 900 entries, a 40% increase from the previous year, and we're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories, including Specialized Planning Applications, Financial Planning, Diversity, Equity, and Inclusion.
A panel of independent judges made up of top names in the industry chose the finalists and will determine the winners of the seventh annual WealthManagement.com Industry Awards (#Wealthies), 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.
The Categories
Technology Providers - Specialized Planning Applications
Our first nomination recognizes the addition of a Property and Casualty Insurance feature to our platform. Property and Casualty Insurances are an important consideration in a client's overall financial picture and a crucial element for advisors looking to host high-impact review meetings.
Technology Providers - Financial Planning
The second category for which we were nominated relates to our core product and the upgrades made to the User Experience. The enhancements include visual updates that make it easier to access the on-demand insights quickly, as well as massive speed improvements. (See Press Release and Webinar Replay: The Next Evolution of Asset-Map for a closer look).
Technology Providers - Diversity, Equity, and Inclusion
From hosting the AdviceTech.LIVE conference on accessibility and financial wellness, to advocating for inclusive financial technology, Asset-Map has made strides to promote these important topics in our everyday operations. We’ve published think-pieces on the need for these positive changes in tech, held virtual panel discussions on how advisors can empower LGBTQ+ Households, and we’re continually making a concerted effort to bring awareness to these oft-overlooked, yet significant topics.
For more information on the 2021 Wealthies, and to view the full list of finalists, visit their site here!