In this webinar, we’ll introduce you to our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize not only family ties but also critical financial and personal connections.
Read MoreIn this webinar, we shared ways to use Asset-Map's plug-and-play suite of marketing materials to enhance client comprehension of your recommended strategies, as well as tactics for introducing Asset-Map to prospects.
Read MoreWatch the replay of our joint webinar with Special Needs Map, where we discussed the importance of doing proper special needs estate planning for your clients.
Read MoreWatch the replay of our joint webinar with Wealthbox, where we discussed how advisors can streamline operations, enhance client engagement, and improve overall efficiency in your advisory firm.
Read MoreThis month's webinar included insights on how to mine your book of business to uncover new opportunities using columns and filters in your Household index.
Read MoreWatch the replay of our joint webinar with fpPathfinder, where we discussed how to navigate client conversations and planning opportunities surrounding the looming sunset.
Read MoreIn this webinar, we covered the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary.
Read MoreCreating 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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