Webinar Replay: Mapping Your Success: Simplifying Assets, Tax, and Risk with a Streamlined Tech Stack

Estimated recap reading time: 3 minutes

Here’s a quick recap of what you missed—so you can stay ahead in the evolving financial technology landscape and discover how Asset-Map helps you scale financial planning while giving clients exactly what they want: clarity.

The Changing Financial Technology Landscape – We explored how the rise of new tools is transforming financial planning and how advisors can simplify their tech stack.

Asset-Map: A Scalable, Conversational Planning Tool – We showed how Asset-Map turns complex financial data into clear, visual roadmaps that resonate with every client, making meetings more engaging and efficient.

Seamless Integrations with Holistaplan & Nitrogen –

• Holistiplan brings tax planning insights directly into Asset-Map, making complex tax conversations easier.

• Nitrogen  integrates risk analysis seamlessly, allowing advisors to optimize investment discussions without switching platforms.

How to Use Asset-Map to Scale Your Practice – We demonstrated how advisors are using Asset-Map to:

• Clients crave simplicity and confidence in their financial future. Asset-Map, combined with Holistplan and Nitrogen, helps you deliver that clarity—while making your own workflow more efficient.

Let’s explore how Asset-Map can help you scale and elevate client conversations.