We’re excited to announce two new features presently available for users, as well as three soon-to-be available tools.
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We’re thrilled to announce the agenda and benefactor partner for AdviceTech.LIVE 2024, our annual, virtual advisor technology showcase event.
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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
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We’re thrilled to announce a powerful new integration with Plannr Technologies, set to transform advice experiences in financial planning practices in the UK.
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Asset-Map announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.
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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.
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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.
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