Asset-Map Announces Agenda and Charitable Beneficiaries for AdviceTech.LIVE 2024

We’re thrilled to announce the agenda and benefactor partner for AdviceTech.LIVE 2024, our annual, virtual advisor technology showcase event.

Sue BaeOctober 18, 2024financial planning

Asset-Map® Offering Visualized Planning and Advice-Led Solutions to LPL Financial’s Advisors Through a Strategic Agreement

We’re thrilled to announce our newest strategic partnership with LPL Financial, where advisors affiliated with LPL Financial will now have discounted access to our industry-leading specialized planning tools

Sue BaeSeptember 11, 2024Awards, financial planning

Plannr Technologies and Asset-Map Announce Integration to Accelerate Efficiency in Advice Experiences

We’re thrilled to announce a powerful new integration with Plannr Technologies, set to transform advice experiences in financial planning practices in the UK.

Sue BaeAugust 2, 2024Awards, financial planning

Asset-Map® and Holistiplan Finalize Integration Partnership

Asset-Map announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.

Sue BaeJune 13, 2024Awards, financial planning

Asset-Map Honored as ‘Best Financial Planning Platform’ in Eighth Annual FinTech Breakthrough Awards

Asset-Map was recognized for its industry-leading financial planning solutions and broader dedication to empowering financial advisors to work efficiently and communicate more effectively with their clients.

Sue BaeMarch 28, 2024Awards, financial planning

Rethink. The Financial Advisor Podcast Ep. 17 Rethinking the Significance of Advice in a Sustainable Sales Practice

In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.