Creating meaningful client conversations doesn’t have to be hard. In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
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Effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
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Seamlessly create new client households using Plannr data or update existing households with our intuitive search and import workflow. Easily access and view Plannr data right within the Asset-Map Report and sync on-demand ensuring use of the latest information in both systems.
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The new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.
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In this webinar recording, hear from Shane Hall (Financial Planner at Shane Hall Financial) who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
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Hear from Shane Hall, Financial Planner at Shane Hall Financial, who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
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Join the Asset-Map and Redtail teams on Tuesday, April 6 at 3 p.m. ET to see the latest integration update between the two platforms that saves advisors time by giving you the ability to send Redtail clients directly into Asset-Map.
Join the Asset-Map and PreciseFP teams on Wednesday, March 17th at 2 p.m. CST, to learn about our powerful bi-directional integration that allows data to flow from PreciseFP to Asset-Map, and vice versa.
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