We’re thrilled to announce the latest update to our Signals feature, which includes a Snooze option. You can now use the Snooze or Wake buttons to activate or deactivate one or multiple Signals.
Read MoreSignals+ builds upon the existing power of Asset-Map’s Signals™ functionality. Asset-Map Signals™ provides immediate insight into any household’s ability to weather financial storms associated with six common disruptive events.
Read MoreThe 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.
Read MoreIn this replay, H. Adam Holt, CFP, shares his “6 Financial Fire Drills” framework designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities.
Read More