This month we’re excited to announce a brand new experience, Relationship Maps - this game-changing solution doesn’t exist anywhere else in the industry and we’ll dig into just a few of the powerful ways you can use it! We’ve also got a few smaller updates to Beneficiary Maps as you can now view contingent beneficiaries and provide Client Portal access.
Read MoreThis month we have some brand-new advisor marketing content and tools to help you with both prospecting and client retention using Asset-Map, we’ll dive into one of our most popular, but lesser-known features, Stencils and the Stencil Library, and we want to personally invite you to the biggest virtual advisor conference of the year, AdviceTechLIVE!
Read MoreThis month, we're highlighting a few of our highly-adopted features - like the Data Uploader and Questionnaires - that you may not know about! And check out new training options that can take your Asset-Map expertise to the next level.
Read MoreThis month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
Read MoreThis month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
Read MoreThis month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
Read MoreIn this recording, H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
Read MoreJoin H. Adam Holt, Founder and CEO of Asset-Map, and Roger Pine, Co-founder of Holistiplan, as they demonstrate how to frame a productive client conversation efficiently that helps remove the intimidation felt at the consumer level.
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