Asset-Map Recognized as Multiple Award Winner at the 2021 Wealth Management Industry Awards
Asset-Map is honored to be selected as the winner in the Top Specialized Planning Application and Diversity, Equity, and Inclusion categories at the 2021 WealthManagement.com Industry Awards!
Now in its seventh year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 93 awards were presented to 71 companies from a pool of 221 finalists.
A record-breaking number of nominations was submitted in 2021, with more than 900 entries received from nearly 350 companies.
The Asset-Map team is thrilled to be recognized by the WealthManagement.com Industry Awards for the following efforts:
Winner: Top Specialized Planning Application
Property and Casualty Insurance
Our first win 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.
Winner: Diversity, Equity, and Inclusion
AdviceTech.LIVE 2020
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.
