We’re thrilled to announce our newest strategic partnership with LPL Financial, where advisors affiliated with LPL Financial will now have discounted access to our industry-leading specialized planning tools
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We’re thrilled to announce a powerful new integration with Plannr Technologies, set to transform advice experiences in financial planning practices in the UK.
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Asset-Map announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.
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Asset-Map was recognized for its industry-leading financial planning solutions and broader dedication to empowering financial advisors to work efficiently and communicate more effectively with their clients.
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Asset-Map has been selected as a winner in the ‘Thought Leadership (Non-Consultancy) (US)’ category at The WealthBriefing WealthTech Americas Awards 2024.
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The Asset-Map team is honored to take home the award for Specialized Financial Planning for the fourth consecutive year at the 2023 WealthManagement.com Industry Awards for Signals+, which allows financial advisors to easily see, sort, and filter for Signals across all of their clients’ households in a single, comprehensive view.
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We're proud to announce that Asset-Map has been selected as a finalist in three Technology Provider categories for the 2023 WealthManagement.com Awards, including CEO of the Year, Specialized Planning, and Thought Leadership.
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The Asset-Map team is honored to be selected as the winner in the Top Specialized Planning Application category at the 2022 WealthManagement.com Industry Awards for Signals, an algorithmic solution that proactively identifies the risk of disruptive financial planning events.
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