Asset-Map Blog

Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.

Our CEO, H. Adam Holt, joined Michael Kitces on his podcast Financial Advisor Success, where they talked in-depth about how he got started with his first ‘Asset-Map’, why Adam structures his Asset-Maps to concentrate on 5 components, and how Adam designed his Asset-Maps to be used as tear sheets.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s industry-leading visual financial advice engagement experience available to Morningstar® Advisor Workstation℠ subscribers.